ADP Retirement Services
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ADP Retirement Services Employees
Employee
Years
Job
Industry
Mitchell Blake Mitchell Blake's ADP Retirement Services Experience October 2007 - September 2010
Job Territory Sales Manager at Harris Supply Solutions
Industry Building Materials
Experience
Harris Supply Solutions March 2014 - Present
Paychex September 2011 - January 2014
Compensation Systems Northwest Inc. December 2010 - August 2011
ADP Retirement Services October 2007 - September 2010
Woodbury Financial Services - subsidiary: The Hartford December 2005 - August 2007
Skills
Financial Advisory, Marketing, Sales Presentations, Recruiting, Benefits Administration, Retirement, Retirement Planning, Sales, Human Resources, Coaching, Employee Benefits, 401k, Small Business, Team Building, Sales Management, Sales Operations, Account Management, Cold Calling, Time Management
Education
Oregon State University 1998 — 2003
Bachelors of Science, Education
Harris Supply Solutions March 2014 - Present
Paychex September 2011 - January 2014
Compensation Systems Northwest Inc. December 2010 - August 2011
ADP Retirement Services October 2007 - September 2010
Woodbury Financial Services - subsidiary: The Hartford December 2005 - August 2007
Skills
Financial Advisory, Marketing, Sales Presentations, Recruiting, Benefits Administration, Retirement, Retirement Planning, Sales, Human Resources, Coaching, Employee Benefits, 401k, Small Business, Team Building, Sales Management, Sales Operations, Account Management, Cold Calling, Time Management
Education
Oregon State University 1998 — 2003
Bachelors of Science, Education
Derek Hummel Derek Hummel's ADP Retirement Services Experience August 2007 - November 2013
Job Regional Vice President Retirement Savings / 401(k)
Industry Financial Services
Experience
AXA - Retirement Services Group / 401(k) November 2013 - Present
ADP Retirement Services August 2007 - November 2013
John Hancock Retirement Plan Services 2003 - 2007
John Hancock Retirement Plan Services 2003 - 2007
Mercer Investment Consulting 2000 - 2003
Invesco Ltd. 1997 - 2000
Skills
Retirement Planning, Investments, 401k, Asset Allocation, Employee Benefits, Pensions, Sales, Mutual Funds, Marketing, Business Development, Cold Calling, Retirement, Series 63, Series 7
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
AXA - Retirement Services Group / 401(k) November 2013 - Present
ADP Retirement Services August 2007 - November 2013
John Hancock Retirement Plan Services 2003 - 2007
John Hancock Retirement Plan Services 2003 - 2007
Mercer Investment Consulting 2000 - 2003
Invesco Ltd. 1997 - 2000
Skills
Retirement Planning, Investments, 401k, Asset Allocation, Employee Benefits, Pensions, Sales, Mutual Funds, Marketing, Business Development, Cold Calling, Retirement, Series 63, Series 7
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Shelly Trombley Shelly Trombley's ADP Retirement Services Experience June 2014 - Present
Job 401K Sales Consultant at ADP
Industry Financial Services
Brad Weber Brad Weber's ADP Retirement Services Experience July 2009 - December 2011
Job Regional Director at Brinker Capital
Industry Financial Services
Experience
Brinker Capital April 2014 - Present
ADP December 2011 - April 2014
ADP Retirement Services July 2009 - December 2011
ADP September 2006 - July 2009
Skills
Financial Services, 401k, Series 6, Series 7, Series 63, Series 65, Retirement, Defined Contribution, Retirement Plan..., Qualified Retirement..., Mutual Funds, ADP Payroll, Sales, Salesforce.com, Employee Benefits, Sales Presentations, Sales Process, Benefits Administration, Payroll, Networking, Major Accounts, Business Relationship..., Outside Sales, Investments, Pensions, Defined Benefit, ERISA, Cold Calling, Direct Sales
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelors, Marketing
Brinker Capital April 2014 - Present
ADP December 2011 - April 2014
ADP Retirement Services July 2009 - December 2011
ADP September 2006 - July 2009
Skills
Financial Services, 401k, Series 6, Series 7, Series 63, Series 65, Retirement, Defined Contribution, Retirement Plan..., Qualified Retirement..., Mutual Funds, ADP Payroll, Sales, Salesforce.com, Employee Benefits, Sales Presentations, Sales Process, Benefits Administration, Payroll, Networking, Major Accounts, Business Relationship..., Outside Sales, Investments, Pensions, Defined Benefit, ERISA, Cold Calling, Direct Sales
Education
Arizona State University, W. P. Carey School of Business 2001 — 2005
Bachelors, Marketing
Kevin Barton Kevin Barton's ADP Retirement Services Experience February 2007 - March 2012
Job Founder, Managing Partner at Elevate Financial LLC
Industry Investment Management
Experience
Elevate Financial LLC July 2014 - Present
CBIZ Financial Solutions, Inc March 2012 - July 2014
ADP Retirement Services February 2007 - March 2012
Empower Retirement fka Great-West Retirement Services 2005 - 2007
Voya Investment Management fka ING Funds 2004 - 2005
Davis Advisors August 1998 - 2004
Skills
401k, Series 6, Profit Sharing, Series 63, Retirement Services, Plan Design, Retirement, Series 7, Mutual Funds, Defined Benefit, Employee Benefits, Investments, Pensions, Retirement Planning, ERISA, Annuities, Consultative Selling, Insurance, Asset Management, Financial Planning, Investment Advisory, Asset Allocation, Compliance, New Business Development, Portfolio Management, Customer Relations, Wealth Management, Benefits Administration, IRA's, Alternative Investments, Deferred Compensation, Securities, Strategic Planning, Public Speaking, Coaching, Benefits, Financial Advisory, Finance, Defined Contribution, Business Planning, Fixed Annuities
Education
University of Arizona 1991 — 1996
Bachelor of Science in Business Administration, Finance
Elevate Financial LLC July 2014 - Present
CBIZ Financial Solutions, Inc March 2012 - July 2014
ADP Retirement Services February 2007 - March 2012
Empower Retirement fka Great-West Retirement Services 2005 - 2007
Voya Investment Management fka ING Funds 2004 - 2005
Davis Advisors August 1998 - 2004
Skills
401k, Series 6, Profit Sharing, Series 63, Retirement Services, Plan Design, Retirement, Series 7, Mutual Funds, Defined Benefit, Employee Benefits, Investments, Pensions, Retirement Planning, ERISA, Annuities, Consultative Selling, Insurance, Asset Management, Financial Planning, Investment Advisory, Asset Allocation, Compliance, New Business Development, Portfolio Management, Customer Relations, Wealth Management, Benefits Administration, IRA's, Alternative Investments, Deferred Compensation, Securities, Strategic Planning, Public Speaking, Coaching, Benefits, Financial Advisory, Finance, Defined Contribution, Business Planning, Fixed Annuities
Education
University of Arizona 1991 — 1996
Bachelor of Science in Business Administration, Finance
Angela Achatz's ADP Retirement Services Experience April 1998 - January 2008
Job VP Head of DCIO at Ivy Funds Distributor, Inc.
Industry Investment Management
Experience
Ivy Funds January 2015 - Present
Ivy Funds Distributor, Inc. February 2008 - January 2014
ADP Retirement Services April 1998 - January 2008
Skills
Mutual Funds, 401k, Series 7, Series 63, Retirement, New Business Development, Series 6, Retirement Plan..., Consultative Sales..., Retirement Planning, Series 65, Investment Advisory, Series 24, Alternative Investments
Education
The University of Kansas 1993 — 1997
Bachelor of Science, Business
Ivy Funds January 2015 - Present
Ivy Funds Distributor, Inc. February 2008 - January 2014
ADP Retirement Services April 1998 - January 2008
Skills
Mutual Funds, 401k, Series 7, Series 63, Retirement, New Business Development, Series 6, Retirement Plan..., Consultative Sales..., Retirement Planning, Series 65, Investment Advisory, Series 24, Alternative Investments
Education
The University of Kansas 1993 — 1997
Bachelor of Science, Business
Michael Schessler Michael Schessler's ADP Retirement Services Experience September 2011 - March 2012
Job Regional Vice President Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services April 2014 - Present
TriNet June 2012 - April 2014
TWG Benefits March 2012 - June 2012
ADP Retirement Services September 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) September 2010 - September 2011
Paychex April 2009 - September 2010
Paychex April 2004 - March 2009
Paychex February 2001 - April 2004
Skills
Human Resources, Talent Acquisition, Management, Leadership, Sales, Training, Management Consulting, Business Intelligence, Insurance, Risk Management, PeopleSoft, Performance Management, Coaching, Account Management, Web Applications, Banking, Defined Benefit, Team Building, Workers Compensation, Sales Operations, Employee Benefits, Salesforce.com, Employee Relations, Series 6, Series 63, Life Insurance
Education
Bergen Community College 1992 — 1994
A.A.S., Business Administration
Ohio National Financial Services April 2014 - Present
TriNet June 2012 - April 2014
TWG Benefits March 2012 - June 2012
ADP Retirement Services September 2011 - March 2012
John Hancock Life Insurance Company (U.S.A.) September 2010 - September 2011
Paychex April 2009 - September 2010
Paychex April 2004 - March 2009
Paychex February 2001 - April 2004
Skills
Human Resources, Talent Acquisition, Management, Leadership, Sales, Training, Management Consulting, Business Intelligence, Insurance, Risk Management, PeopleSoft, Performance Management, Coaching, Account Management, Web Applications, Banking, Defined Benefit, Team Building, Workers Compensation, Sales Operations, Employee Benefits, Salesforce.com, Employee Relations, Series 6, Series 63, Life Insurance
Education
Bergen Community College 1992 — 1994
A.A.S., Business Administration
Raymond Goodsir's ADP Retirement Services Experience January 2011 - September 2012
Job Director of Retirement Services at Strategic Retirement Group, Inc.
Industry Financial Services
Experience
Strategic Retirement Group, Inc. September 2012 - Present
ADP Retirement Services January 2011 - September 2012
ADP Retirement Services November 2008 - December 2010
GDS International May 2008 - September 2008
Cydcor December 2007 - May 2008
The Sports Authority May 2005 - May 2007
Biomet June 2004 - August 2004
Skills
Series 63, Sales, Cold Calling, Salesforce.com, Sales Presentations, Series 6, Account Management, Sales Process, Sales Management, Direct Sales, Insurance, Investments, New Business Development, Building Relationships, B2B, Customer Service, Marketing Strategy, Networking, Marketing, Marketing Communications, Negotiation, Series 65, Retirement Planning
Education
State University of New York at Stony Brook 2003 — 2007
B.A., Economics, Business Management
Strategic Retirement Group, Inc. September 2012 - Present
ADP Retirement Services January 2011 - September 2012
ADP Retirement Services November 2008 - December 2010
GDS International May 2008 - September 2008
Cydcor December 2007 - May 2008
The Sports Authority May 2005 - May 2007
Biomet June 2004 - August 2004
Skills
Series 63, Sales, Cold Calling, Salesforce.com, Sales Presentations, Series 6, Account Management, Sales Process, Sales Management, Direct Sales, Insurance, Investments, New Business Development, Building Relationships, B2B, Customer Service, Marketing Strategy, Networking, Marketing, Marketing Communications, Negotiation, Series 65, Retirement Planning
Education
State University of New York at Stony Brook 2003 — 2007
B.A., Economics, Business Management
Kevin O'Connor, CPC Kevin O'Connor, CPC's ADP Retirement Services Experience March 2001 - September 2006
Job Managing Director at Pacific Portfolio Consulting
Industry Financial Services
Experience
Pacific Portfolio Consulting, LLC November 2013 - Present
Pacific Portfolio Consulting, LLC November 2012 - October 2013
Russell Investments July 2012 - October 2012
Russell Investments September 2006 - July 2012
ADP Retirement Services March 2001 - September 2006
ADP Retirement Services April 2000 - March 2001
ADP Retirement Services June 1998 - April 2000
Mercer Consulting April 1995 - June 1998
Skills
Investment Product..., DC Plan Consulting, Client Relationship..., Leading Cross..., Defined Contribution, Product Management, 401k, Series 7, Mutual Funds, DC Plan Administration, Project Management, DCIO, Equities, Fixed Income, Asset Allocation, Capital Markets, Client Presentation, Relationship Management, Fund Of Funds, Investments, Retirement Planning, Product Development, Pensions, Cross-functional Team..., CRM, Retirement
Education
Eastern Washington University
B.A., Finance
Pacific Portfolio Consulting, LLC November 2013 - Present
Pacific Portfolio Consulting, LLC November 2012 - October 2013
Russell Investments July 2012 - October 2012
Russell Investments September 2006 - July 2012
ADP Retirement Services March 2001 - September 2006
ADP Retirement Services April 2000 - March 2001
ADP Retirement Services June 1998 - April 2000
Mercer Consulting April 1995 - June 1998
Skills
Investment Product..., DC Plan Consulting, Client Relationship..., Leading Cross..., Defined Contribution, Product Management, 401k, Series 7, Mutual Funds, DC Plan Administration, Project Management, DCIO, Equities, Fixed Income, Asset Allocation, Capital Markets, Client Presentation, Relationship Management, Fund Of Funds, Investments, Retirement Planning, Product Development, Pensions, Cross-functional Team..., CRM, Retirement
Education
Eastern Washington University
B.A., Finance
Ted Huffman, AIF Ted Huffman, AIF's ADP Retirement Services Experience September 2015 - Present
Job Divisional Vice President of Sales at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services September 2015 - Present
ADP Retirement Services July 2011 - August 2015
ADP January 2010 - July 2011
ADP July 2007 - January 2010
ADP July 2003 - June 2007
ADP July 2000 - June 2003
ADP May 1995 - June 2000
Skills
Salesforce.com, Solution Selling, Account Management, Situational Leadership, Sales Process, Complex Sales, SaaS, Direct Sales, Cold Calling, HRO, Sales Management, Sales Presentations, Sales Operations, Selling, Strategy, New Business Development, Employee Benefits, Benefits Administration, Training, Leadership, Building Relationships, Human Resources, Sales
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Arts (B.A.), Public Relations and Communications
ADP Retirement Services September 2015 - Present
ADP Retirement Services July 2011 - August 2015
ADP January 2010 - July 2011
ADP July 2007 - January 2010
ADP July 2003 - June 2007
ADP July 2000 - June 2003
ADP May 1995 - June 2000
Skills
Salesforce.com, Solution Selling, Account Management, Situational Leadership, Sales Process, Complex Sales, SaaS, Direct Sales, Cold Calling, HRO, Sales Management, Sales Presentations, Sales Operations, Selling, Strategy, New Business Development, Employee Benefits, Benefits Administration, Training, Leadership, Building Relationships, Human Resources, Sales
Education
State University of New York College at Geneseo 1989 — 1993
Bachelor of Arts (B.A.), Public Relations and Communications
Kevin Drucker's ADP Retirement Services Experience March 2014 - Present
Job Sales Executive at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services March 2014 - Present
ADP Retirement Services May 2011 - February 2014
ADP Retirement Services January 2008 - May 2011
MetLife Resources 2005 - 2007
CitiStreet 2004 - 2006
Skills
401k, Series 6, Retirement, Mutual Funds, Investments, Series 63, Registered Principal, Series 26, Accredited Retirement..., Defined Contribution, Sales, Employee Benefits, Relationship Management, FINRA, Financial Services
Education
Centenary College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wagner College 2000 — 2001
Finance
ADP Retirement Services March 2014 - Present
ADP Retirement Services May 2011 - February 2014
ADP Retirement Services January 2008 - May 2011
MetLife Resources 2005 - 2007
CitiStreet 2004 - 2006
Skills
401k, Series 6, Retirement, Mutual Funds, Investments, Series 63, Registered Principal, Series 26, Accredited Retirement..., Defined Contribution, Sales, Employee Benefits, Relationship Management, FINRA, Financial Services
Education
Centenary College 2004 — 2008
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Wagner College 2000 — 2001
Finance
Louis Diakogiannakis Louis Diakogiannakis's ADP Retirement Services Experience June 2001 - June 2004
Job Technology Liaison II at MetLife Life & Income Funding Solutions
Industry Insurance
Experience
MetLife - Life & Income Funding Solutions June 2015 - Present
MetLife - Life & Income Funding Solutions October 2013 - Present
Prudential - Group Insurance May 2011 - September 2012
Prudential - PruBenefit Funding April 2008 - April 2011
Hartford Life Private Placement June 2004 - April 2008
ADP Retirement Services June 2001 - June 2004
Skills
Risk Management, Process Improvement, Business Process, Insurance, Leadership, Experienced Business..., Management, Financial Services, Business Analysis, Life Insurance, Financial Reporting, Relationship Management, Finance, Financial Analysis, Product Management, Project Management, Analysis
Education
Kean University 1999 — 2000
Bachelor's degree, Finance, 3.54
Union County College 1994 — 1998
Associate of Arts (A.A.), Business
Union High School
Union High School
MetLife - Life & Income Funding Solutions June 2015 - Present
MetLife - Life & Income Funding Solutions October 2013 - Present
Prudential - Group Insurance May 2011 - September 2012
Prudential - PruBenefit Funding April 2008 - April 2011
Hartford Life Private Placement June 2004 - April 2008
ADP Retirement Services June 2001 - June 2004
Skills
Risk Management, Process Improvement, Business Process, Insurance, Leadership, Experienced Business..., Management, Financial Services, Business Analysis, Life Insurance, Financial Reporting, Relationship Management, Finance, Financial Analysis, Product Management, Project Management, Analysis
Education
Kean University 1999 — 2000
Bachelor's degree, Finance, 3.54
Union County College 1994 — 1998
Associate of Arts (A.A.), Business
Union High School
Union High School
Mark Cloud Mark Cloud's ADP Retirement Services Experience May 2014 - Present
Job Senior Retirement Counselor at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services May 2014 - Present
National Rural Electric Cooperative Association October 2013 - April 2014
Cloud Asset Management, LLC August 2010 - September 2013
Wachovia, A Wells Fargo Company August 2006 - August 2010
NADART December 2000 - January 2006
Skills
Business Plans, Investment Reviews, Employee Education, Cient Relationship..., Generating New Business..., 401(k) Fee Disclosure, Investments, Retirement Planning, Relationship Management, Series 63, Series 6, IRAs, Life Insurance, Fixed Annuities, Defined Benefit, Retirement Plan..., Asset Allocation, Mutual Funds, Investment Advisory, Business Planning, Insurance, Asset Management, Financial Advisory, Financial Services, Pensions, Qualified Retirement..., Employee Benefits, Portfolio Management, Investment Management, Investment Strategies, Risk Management, 401k, FINRA, Retirement, Defined Contribution, Benefits Administration, Pension Funds, New Hire Orientations, Executive Pay, ERISA, Financial Planning, Securities
Education
George Mason University
B.S. Public Administration
ADP Retirement Services May 2014 - Present
National Rural Electric Cooperative Association October 2013 - April 2014
Cloud Asset Management, LLC August 2010 - September 2013
Wachovia, A Wells Fargo Company August 2006 - August 2010
NADART December 2000 - January 2006
Skills
Business Plans, Investment Reviews, Employee Education, Cient Relationship..., Generating New Business..., 401(k) Fee Disclosure, Investments, Retirement Planning, Relationship Management, Series 63, Series 6, IRAs, Life Insurance, Fixed Annuities, Defined Benefit, Retirement Plan..., Asset Allocation, Mutual Funds, Investment Advisory, Business Planning, Insurance, Asset Management, Financial Advisory, Financial Services, Pensions, Qualified Retirement..., Employee Benefits, Portfolio Management, Investment Management, Investment Strategies, Risk Management, 401k, FINRA, Retirement, Defined Contribution, Benefits Administration, Pension Funds, New Hire Orientations, Executive Pay, ERISA, Financial Planning, Securities
Education
George Mason University
B.S. Public Administration
Darren Glenn AIF ARPC Darren Glenn AIF ARPC's ADP Retirement Services Experience 2003 - 2007
Job Division Vice President Retirement Services at ADP
Industry Financial Services
Experience
ADP June 1996 - Present
ADP Retirement Services 2003 - 2007
ADP Retirement Services 1999 - 2003
ADP Retirement Services 1996 - 1999
Skills
ADP Payroll, Employee Benefits, Benefits Administration, PEO
Education
Central College 1991 — 1996
Jacksonville Episcopal High School 1986 — 1991
ADP June 1996 - Present
ADP Retirement Services 2003 - 2007
ADP Retirement Services 1999 - 2003
ADP Retirement Services 1996 - 1999
Skills
ADP Payroll, Employee Benefits, Benefits Administration, PEO
Education
Central College 1991 — 1996
Jacksonville Episcopal High School 1986 — 1991
Dereck L. Smith, JR. ARPC, AAMS, LUTCF's ADP Retirement Services Experience October 2008 - November 2011
Job Investment Executive at The Noble Group
Industry Financial Services
Experience
The Noble Group January 2012 - Present
ADP Retirement Services October 2008 - November 2011
Secure Heights Financial Inc. 2006 - 2008
Forestors Equity Services Co January 2001 - October 2005
Skills
Partner Relationship..., Key Account Management, New Business Development, Retirement Planning, Retirement, Defined Contribution, 401k, 401k Rollovers, Disability Insurance, Term Life Insurance, Estate Tax Planning, Whole Life
Education
The SPARK Institute 2009 — 2010
ARPC, Retirement Plan Consultant
The College of Financial Planning 2006 — 2008
AAMS, Asset Management
The American College 1999 — 2001
LUTCF, Business Continuity
American Institute of Business 1996 — 1999
Associates, Business Administration
The Noble Group January 2012 - Present
ADP Retirement Services October 2008 - November 2011
Secure Heights Financial Inc. 2006 - 2008
Forestors Equity Services Co January 2001 - October 2005
Skills
Partner Relationship..., Key Account Management, New Business Development, Retirement Planning, Retirement, Defined Contribution, 401k, 401k Rollovers, Disability Insurance, Term Life Insurance, Estate Tax Planning, Whole Life
Education
The SPARK Institute 2009 — 2010
ARPC, Retirement Plan Consultant
The College of Financial Planning 2006 — 2008
AAMS, Asset Management
The American College 1999 — 2001
LUTCF, Business Continuity
American Institute of Business 1996 — 1999
Associates, Business Administration
Linda (Morgan) Lessard's ADP Retirement Services Experience 2003 - Present
Job Unix SysAdmin at ADP
Industry Financial Services
Experience
ADP October 2003 - Present
ADP Retirement Services 2003 - Present
Deutsche Bank 2000 - 2003
Scudder 1998 - 2003
Scudder Kemper Investments 1998 - 2000
Scudder Stevens & Clark 1992 - 1998
Wang Labs 1976 - 1992
Wang 1976 - 1992
Education
Boston University
Information Technology
ADP October 2003 - Present
ADP Retirement Services 2003 - Present
Deutsche Bank 2000 - 2003
Scudder 1998 - 2003
Scudder Kemper Investments 1998 - 2000
Scudder Stevens & Clark 1992 - 1998
Wang Labs 1976 - 1992
Wang 1976 - 1992
Education
Boston University
Information Technology
Ed Deeds's ADP Retirement Services Experience January 1996 - February 2006
Job Regional Vice President Institutional Markets at Transamerica Retirement Solutions
Industry Financial Services
Experience
Putnam Investments June 2012 - July 2014
Transamerica Retirement Solutions 2014 - 2014
Ameritas Retirement Plans February 2006 - February 2012
ADP Retirement Services January 1996 - February 2006
ADP January 1996 - February 2006
Skills
401k, Retirement, Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Employee Benefits, Insurance, Series 63, Investments, Financial Services, Investment Advisory, Series 6, Series 26
Education
Ball State University - College of Business 1982 — 1986
BS, Finance and Banking
Manchester High School 1979 — 1982
Putnam Investments June 2012 - July 2014
Transamerica Retirement Solutions 2014 - 2014
Ameritas Retirement Plans February 2006 - February 2012
ADP Retirement Services January 1996 - February 2006
ADP January 1996 - February 2006
Skills
401k, Retirement, Pensions, Defined Benefit, Mutual Funds, Retirement Planning, Employee Benefits, Insurance, Series 63, Investments, Financial Services, Investment Advisory, Series 6, Series 26
Education
Ball State University - College of Business 1982 — 1986
BS, Finance and Banking
Manchester High School 1979 — 1982
Jason Parese Jason Parese's ADP Retirement Services Experience April 2011 - December 2014
Job Business partner and liason between worldwide operations and sales teams at ADP
Industry Financial Services
Experience
ADP January 2015 - Present
ADP - Retirement Services April 2011 - December 2014
ADP January 2008 - March 2011
ADP May 2002 - January 2008
Skills
Series 6, Series 63, ARPC, Series 26, AIF, Sales Operations, Business Networking, Financial Services, Cold Calling, Salesforce.com, Management, Sales Process, Team Leadership, Business Development, Account Management, PEO, ADP Payroll, Coaching, Recruiting, 401k, Retirement, Employee Benefits, FINRA, Sales, Small Business, Sales Presentations
Education
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Marketing
ADP January 2015 - Present
ADP - Retirement Services April 2011 - December 2014
ADP January 2008 - March 2011
ADP May 2002 - January 2008
Skills
Series 6, Series 63, ARPC, Series 26, AIF, Sales Operations, Business Networking, Financial Services, Cold Calling, Salesforce.com, Management, Sales Process, Team Leadership, Business Development, Account Management, PEO, ADP Payroll, Coaching, Recruiting, 401k, Retirement, Employee Benefits, FINRA, Sales, Small Business, Sales Presentations
Education
Shippensburg University of Pennsylvania 1995 — 1999
Bachelor of Science (BS), Marketing
John Villegas John Villegas's ADP Retirement Services Experience October 1999 - October 2005
Job John Villegas, State Farm Agent
Industry Financial Services
Experience
State Farm Insurance - J. Villegas Agency Palatine IL 2012 - Present
Millennium Trust Company December 2010 - January 2012
Latino Summit November 2005 - November 2010
Payden & Rygel May 2009 - October 2010
Charles Schwab Trust Company 2005 - February 2009
ADP Retirement Services October 1999 - October 2005
NASD Regulation (Finra) 1997 - 1999
Morningstar 1996 - 1997
Skills
Retirement Solutions, Retirement, Property & Casualty..., Small Business, Mutual Funds, Bilingual, Project Management, Management, Product Marketing, Marketing, Asset Management, Business Development, Financial Services, Insurance, Strategy, 401k, Finance, IRAs, Series 63, Series 6, Life Insurance, Disability Insurance, Banking, Fixed Income
Education
DePaul University 1992 — 1995
BS, Finance
Maine West 1986 — 1990
State Farm Insurance - J. Villegas Agency Palatine IL 2012 - Present
Millennium Trust Company December 2010 - January 2012
Latino Summit November 2005 - November 2010
Payden & Rygel May 2009 - October 2010
Charles Schwab Trust Company 2005 - February 2009
ADP Retirement Services October 1999 - October 2005
NASD Regulation (Finra) 1997 - 1999
Morningstar 1996 - 1997
Skills
Retirement Solutions, Retirement, Property & Casualty..., Small Business, Mutual Funds, Bilingual, Project Management, Management, Product Marketing, Marketing, Asset Management, Business Development, Financial Services, Insurance, Strategy, 401k, Finance, IRAs, Series 63, Series 6, Life Insurance, Disability Insurance, Banking, Fixed Income
Education
DePaul University 1992 — 1995
BS, Finance
Maine West 1986 — 1990
Kimberly Denson's ADP Retirement Services Experience March 1997 - July 2006
Job VP, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2006 - Present
ADP Retirement Services March 1997 - July 2006
Scudder Investments 1997 - 2005
Education
College of St. Francis
BS, Political Science
DePaul University College of Law
Fidelity Investments July 2006 - Present
ADP Retirement Services March 1997 - July 2006
Scudder Investments 1997 - 2005
Education
College of St. Francis
BS, Political Science
DePaul University College of Law
Richard Allaway Richard Allaway's ADP Retirement Services Experience October 2011 - January 2014
Job
Industry Internet
Experience
ADP Small Business Services February 2014 - Present
ADP Retirement Services October 2011 - January 2014
ADP Small Business Services June 2010 - September 2011
Criterion (formerly PerfectSoftware) July 2009 - June 2010
StructuredWeb January 2008 - January 2009
ADP Major Account Services July 2006 - December 2007
ADP Major Account Services August 2005 - July 2006
ADP Small Business Services January 2004 - July 2005
ADP Small Business Services November 2002 - January 2004
ADP Small Business Services March 2001 - November 2002
Skills
Business Strategy, Business Development, Leadership Development, Enterprise Software, Corporate Development, Management, Marketing, SaaS, Digital Marketing, Outsourcing, Business Analysis, Mobile Devices, Product Development, Strategic Partnerships, Mergers & Acquisitions, Strategy, Go-to-market Strategy, Training, Process Improvement, Sales Operations, Salesforce.com, Leadership, Start-ups, Analysis, CRM, Cross-functional Team..., Analytics
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Entrepreneurship/Entrepreneurial Studies
The College of William and Mary 1988 — 1993
BA, Anthropology
West Orange HS 1984 — 1988
ADP Small Business Services February 2014 - Present
ADP Retirement Services October 2011 - January 2014
ADP Small Business Services June 2010 - September 2011
Criterion (formerly PerfectSoftware) July 2009 - June 2010
StructuredWeb January 2008 - January 2009
ADP Major Account Services July 2006 - December 2007
ADP Major Account Services August 2005 - July 2006
ADP Small Business Services January 2004 - July 2005
ADP Small Business Services November 2002 - January 2004
ADP Small Business Services March 2001 - November 2002
Skills
Business Strategy, Business Development, Leadership Development, Enterprise Software, Corporate Development, Management, Marketing, SaaS, Digital Marketing, Outsourcing, Business Analysis, Mobile Devices, Product Development, Strategic Partnerships, Mergers & Acquisitions, Strategy, Go-to-market Strategy, Training, Process Improvement, Sales Operations, Salesforce.com, Leadership, Start-ups, Analysis, CRM, Cross-functional Team..., Analytics
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Entrepreneurship/Entrepreneurial Studies
The College of William and Mary 1988 — 1993
BA, Anthropology
West Orange HS 1984 — 1988
Scott Littlewood, AIF® Scott Littlewood, AIF®'s ADP Retirement Services Experience June 2009 - February 2015
Job Retirement Services Wholesaler at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group February 2015 - Present
ADP Retirement Services June 2009 - February 2015
Fidelity Investments January 2004 - May 2009
Putnam Investments June 2001 - September 2003
Skills
401k, Insurance, Retirement, Marketing, Financial Advisory, Investments, Business Development, ADP Payroll, Employee Benefits, Series 63, Banking, Series 6, Retirement Planning, Mutual Funds, Sales
Education
Franklin College, Switzerland 2000 — 2001
International Finance, International Finance
Baldwin-Wallace College 1997 — 2001
BS, Business
MassMutual Financial Group February 2015 - Present
ADP Retirement Services June 2009 - February 2015
Fidelity Investments January 2004 - May 2009
Putnam Investments June 2001 - September 2003
Skills
401k, Insurance, Retirement, Marketing, Financial Advisory, Investments, Business Development, ADP Payroll, Employee Benefits, Series 63, Banking, Series 6, Retirement Planning, Mutual Funds, Sales
Education
Franklin College, Switzerland 2000 — 2001
International Finance, International Finance
Baldwin-Wallace College 1997 — 2001
BS, Business
Derek A'Hara Derek A'Hara's ADP Retirement Services Experience April 2007 - August 2013
Job Retirement Plan & Investment Consultant
Industry Financial Services
Experience
The Retirement Advantage November 2014 - Present
Aspire Financial Services September 2013 - September 2014
ADP Retirement Services April 2007 - August 2013
Franklin Templeton Investments July 2004 - March 2007
Franklin Templeton Investments September 2000 - July 2004
Skills
Relationship Management, Cold Calling, Salesforce.com, Sales, Sales Operations, Retirement Planning, Retirement, Financial Services, Defined Contribution, Investments, Series 7, 401k, Mutual Funds, Series 63, Finance, Wealth Management
Education
Michigan State University
The Retirement Advantage November 2014 - Present
Aspire Financial Services September 2013 - September 2014
ADP Retirement Services April 2007 - August 2013
Franklin Templeton Investments July 2004 - March 2007
Franklin Templeton Investments September 2000 - July 2004
Skills
Relationship Management, Cold Calling, Salesforce.com, Sales, Sales Operations, Retirement Planning, Retirement, Financial Services, Defined Contribution, Investments, Series 7, 401k, Mutual Funds, Series 63, Finance, Wealth Management
Education
Michigan State University
David Hudak David Hudak's ADP Retirement Services Experience 2002 - 2006
Job Senior Consultant at Portfolio Evaluations, Inc
Industry Financial Services
Experience
Portfolio Evaluations, Inc January 2006 - Present
ADP Retirement Services 2002 - 2006
American Express Financial Advisors 1999 - 2001
Skills
401k, Investments, Defined Benefit, ERISA, Pensions, 403b, Fiduciary Services, Defined Contribution, Endowment Funds, Retirement
Education
Seton Hall University 1997 — 1999
MBA
Gettysburg College 1993 — 1997
BA
Portfolio Evaluations, Inc January 2006 - Present
ADP Retirement Services 2002 - 2006
American Express Financial Advisors 1999 - 2001
Skills
401k, Investments, Defined Benefit, ERISA, Pensions, 403b, Fiduciary Services, Defined Contribution, Endowment Funds, Retirement
Education
Seton Hall University 1997 — 1999
MBA
Gettysburg College 1993 — 1997
BA
Mary Ann Langevin Mary Ann Langevin's ADP Retirement Services Experience May 2005 - November 2007
Job President at Langevin Consulting, LLC
Industry Financial Services
Experience
Retirement Research Inc. 2010 - Present
Langevin Consulting, LLC 2009 - Present
Retirement Research Inc. 2010 - 2010
Mercer 2007 - 2009
ADP Retirement Services May 2005 - November 2007
ING November 1999 - February 2005
MassMutual April 1996 - November 1999
CIGNA January 1978 - April 1996
Skills
Product Development, Product Management, Product Marketing, Strategy, Management, Business Strategy, Strategic Planning, Leadership, Retirement, Business Development, Defined Contribution, Segmentation, 401k
Education
The University of Connecticut School of Business 1976 — 1978
BS, Accounting & Finance
Retirement Research Inc. 2010 - Present
Langevin Consulting, LLC 2009 - Present
Retirement Research Inc. 2010 - 2010
Mercer 2007 - 2009
ADP Retirement Services May 2005 - November 2007
ING November 1999 - February 2005
MassMutual April 1996 - November 1999
CIGNA January 1978 - April 1996
Skills
Product Development, Product Management, Product Marketing, Strategy, Management, Business Strategy, Strategic Planning, Leadership, Retirement, Business Development, Defined Contribution, Segmentation, 401k
Education
The University of Connecticut School of Business 1976 — 1978
BS, Accounting & Finance
Kendall Kay's ADP Retirement Services Experience 2003 - 2006
Job President at KK & Company, helping companies understand their customer's needs
Industry Financial Services
Experience
KK and Company February 2007 - Present
Left Coast Solutions, Inc. 2007 - 2013
ADP Retirement Services 2003 - 2006
Manulife Financial 1984 - 2003
Skills
Strategic Planning, Market Research, Customer Service, Advertising, Customer Relations, Product Marketing, Retirement, 401k, Mutual Funds, Annuities, Investments, Employee Benefits, Financial Planning, Retirement Planning, New Business Development, Wealth Management, Defined Benefit, Strategic Financial..., Business Strategy, Fixed Annuities, Leadership, Business Development, Competitive Analysis, CRM, Product Management, Strategy, Start-ups, Marketing Strategy, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
LLIF, LIMRA Leadership Institute Fellow
KK and Company February 2007 - Present
Left Coast Solutions, Inc. 2007 - 2013
ADP Retirement Services 2003 - 2006
Manulife Financial 1984 - 2003
Skills
Strategic Planning, Market Research, Customer Service, Advertising, Customer Relations, Product Marketing, Retirement, 401k, Mutual Funds, Annuities, Investments, Employee Benefits, Financial Planning, Retirement Planning, New Business Development, Wealth Management, Defined Benefit, Strategic Financial..., Business Strategy, Fixed Annuities, Leadership, Business Development, Competitive Analysis, CRM, Product Management, Strategy, Start-ups, Marketing Strategy, Mergers & Acquisitions
Education
Babson College - Franklin W. Olin Graduate School of Business 2000 — 2003
LLIF, LIMRA Leadership Institute Fellow
Niki Fatout-Waltonen's ADP Retirement Services Experience December 2005 - June 2007
Job CoOwner at Paisley Mustache Originals
Industry Graphic Design
Experience
Paisley Mustache Originals August 2014 - Present
Metropolitan Community College-Kansas City August 2012 - Present
Blue Springs Downtown Alive September 2014 - April 2015
Habitat for Humanity Truman Heritage November 2013 - September 2014
Health Specialists, Inc. January 2007 - July 2013
ADP Retirement Services December 2005 - June 2007
JPMorgan Chase July 2002 - April 2005
Scudder Investments February 1998 - June 2002
Skills
Previously a licensed..., Previously ASPA..., Experience with AWD and..., Experience with both..., Microsoft Word, Illustrator, Photoshop, Microsoft Excel, PowerPoint, Customer Service, Long-term Customer..., Call Centers, Financial Transactions, Transaction Processing, NASD, Series 7, Series 63, AWD, Qualified Retirement..., Series 6, 401k, Mutual Funds, Defined Contribution
Education
Metropolitan Community College-Penn Valley 2012 — 2013
General Education
Paisley Mustache Originals August 2014 - Present
Metropolitan Community College-Kansas City August 2012 - Present
Blue Springs Downtown Alive September 2014 - April 2015
Habitat for Humanity Truman Heritage November 2013 - September 2014
Health Specialists, Inc. January 2007 - July 2013
ADP Retirement Services December 2005 - June 2007
JPMorgan Chase July 2002 - April 2005
Scudder Investments February 1998 - June 2002
Skills
Previously a licensed..., Previously ASPA..., Experience with AWD and..., Experience with both..., Microsoft Word, Illustrator, Photoshop, Microsoft Excel, PowerPoint, Customer Service, Long-term Customer..., Call Centers, Financial Transactions, Transaction Processing, NASD, Series 7, Series 63, AWD, Qualified Retirement..., Series 6, 401k, Mutual Funds, Defined Contribution
Education
Metropolitan Community College-Penn Valley 2012 — 2013
General Education
Eric Blackburn's ADP Retirement Services Experience May 2005 - June 2013
Job Retirement Sales
Industry Financial Services
Experience
AXA Distributors,LLC Retirement Services Group January 2014 - July 2014
5th 3rd Bank July 2013 - March 2014
ADP Retirement services May 2005 - June 2013
WestPoint Financial Group May 1998 - April 2005
Skills
Retirement, Retirement Planning, Defined Contribution, Securities, Sales, Defined Benefit, Finance, 401k, Employee Benefits, Deferred Compensation, Health Insurance, Series 6, Asset Management, Asset Allocation, Mutual Funds, Insurance
Education
Indiana University-Purdue University at Indianapolis 1986 — 1990
Chemistry & Math
AXA Distributors,LLC Retirement Services Group January 2014 - July 2014
5th 3rd Bank July 2013 - March 2014
ADP Retirement services May 2005 - June 2013
WestPoint Financial Group May 1998 - April 2005
Skills
Retirement, Retirement Planning, Defined Contribution, Securities, Sales, Defined Benefit, Finance, 401k, Employee Benefits, Deferred Compensation, Health Insurance, Series 6, Asset Management, Asset Allocation, Mutual Funds, Insurance
Education
Indiana University-Purdue University at Indianapolis 1986 — 1990
Chemistry & Math
Carolyn Gunning Carolyn Gunning's ADP Retirement Services Experience November 1994 - July 2005
Job Plan Document Auditor at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2014 - Present
July Business Services December 2013 - May 2014
MetLife June 2008 - November 2013
ADP Retirement Services November 1994 - July 2005
ADP Retirement Services November 1994 - July 2005
Witman, Stadtmauer & Michaels October 1987 - November 1994
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Profit Sharing, Leadership, 403 b, Analysis, Nonprofits, Process Improvement, Customer Service, Microsoft Office
Education
Stonehill College 1982 — 1986
Bachelor of Arts (B.A.), History
Caldwell University
Stonehill College
Bachelor of Arts, History
Lincoln Financial Group May 2014 - Present
July Business Services December 2013 - May 2014
MetLife June 2008 - November 2013
ADP Retirement Services November 1994 - July 2005
ADP Retirement Services November 1994 - July 2005
Witman, Stadtmauer & Michaels October 1987 - November 1994
Skills
Employee Benefits, Defined Benefit, Pensions, Retirement Planning, Defined Contribution, Profit Sharing, Leadership, 403 b, Analysis, Nonprofits, Process Improvement, Customer Service, Microsoft Office
Education
Stonehill College 1982 — 1986
Bachelor of Arts (B.A.), History
Caldwell University
Stonehill College
Bachelor of Arts, History
Mark Loop, CFP® AIF® Mark Loop, CFP® AIF®'s ADP Retirement Services Experience December 2005 - April 2009
Job Certified Financial Planner (R) at Aileron Wealth Management, PLLC
Industry Financial Services
Experience
Aileron Wealth Management, PLLC November 2014 - Present
Commonwealth Financial Network April 2011 - October 2014
Commonwealth Financial Network April 2011 - October 2014
ADP Retirement Services December 2005 - April 2009
SWP 2000 - 2005
Skills
Retirement Plan..., 401k, Retirement Planning, Series 63, Series 7, Investment Advisory, Series 6, Wealth Management, Pensions, Asset Allocation
Education
Florida Institute of Technology 1997 — 1999
CFP, Finance
Aileron Wealth Management, PLLC November 2014 - Present
Commonwealth Financial Network April 2011 - October 2014
Commonwealth Financial Network April 2011 - October 2014
ADP Retirement Services December 2005 - April 2009
SWP 2000 - 2005
Skills
Retirement Plan..., 401k, Retirement Planning, Series 63, Series 7, Investment Advisory, Series 6, Wealth Management, Pensions, Asset Allocation
Education
Florida Institute of Technology 1997 — 1999
CFP, Finance
Ronald Ulrich Ronald Ulrich's ADP Retirement Services Experience June 2003 - Present
Job Sr. Director, ERISA Compliance at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services June 2003 - Present
DWS Investments May 1997 - May 2003
Prudential Financial 1995 - 1997
Skills
401k, Mutual Funds, Employee Benefits, Retirement, Pensions, Benefits Administration, ERISA, Defined Contribution, Retirement Plan..., Financial Services, FINRA, Process Improvement, Leadership, Relationship Management, Insurance, Asset Management, Wealth Management
Education
Kean University 1988 — 1995
BS Management, Management, Finance, Economics
ADP Retirement Services June 2003 - Present
DWS Investments May 1997 - May 2003
Prudential Financial 1995 - 1997
Skills
401k, Mutual Funds, Employee Benefits, Retirement, Pensions, Benefits Administration, ERISA, Defined Contribution, Retirement Plan..., Financial Services, FINRA, Process Improvement, Leadership, Relationship Management, Insurance, Asset Management, Wealth Management
Education
Kean University 1988 — 1995
BS Management, Management, Finance, Economics
Joan Hussey-Rothenberg Joan Hussey-Rothenberg's ADP Retirement Services Experience June 2014 - Present
Job 401K for Employers of all SizesCreating a Retirement Ready Workforce
Industry Financial Services
Experience
ADP Retirement Services June 2014 - Present
ADP December 2010 - June 2014
ADP October 2007 - July 2010
Council of New Jersey State College Locals/American Federation of Teachers (AFT) June 2004 - June 2007
Bloomfield College September 2002 - December 2004
Essex County Community College January 2002 - December 2004
Montclair State University January 2001 - June 2004
Skills
Customer Service, Sales, Project Management, Marketing, Human Resources, Employee Benefits, Leadership, Salesforce.com, Sales Management, 401k, Sales Process, CRM, Coaching, Sales Presentations, Cold Calling, Retirement Planning, Analysis
Education
Montclair State University 1998 — 2001
Master of Arts (M.A.), Reading Teacher Education
Darlene Jones
ADP Retirement Services June 2014 - Present
ADP December 2010 - June 2014
ADP October 2007 - July 2010
Council of New Jersey State College Locals/American Federation of Teachers (AFT) June 2004 - June 2007
Bloomfield College September 2002 - December 2004
Essex County Community College January 2002 - December 2004
Montclair State University January 2001 - June 2004
Skills
Customer Service, Sales, Project Management, Marketing, Human Resources, Employee Benefits, Leadership, Salesforce.com, Sales Management, 401k, Sales Process, CRM, Coaching, Sales Presentations, Cold Calling, Retirement Planning, Analysis
Education
Montclair State University 1998 — 2001
Master of Arts (M.A.), Reading Teacher Education
Darlene Jones
Kevin Merrow, CFP® Kevin Merrow, CFP®'s ADP Retirement Services Experience March 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
ADP Retirement Services March 2011 - Present
AARP Financial, Inc December 2005 - October 2010
MFS Investment Management September 2004 - December 2005
Chittenden Securities, Inc December 2002 - May 2004
Skills
Investments, Retirement Planning, Series 63, 401k, Mutual Funds, Retirement, Sales, Portfolio Management, Financial Advisory, Series 6, Financial Services, Fixed Annuities, IRAs, Asset Allocation, Insurance, Investment Advisory, Securities, Strategic Financial...
Education
University of Vermont 1998 — 2002
B.S. Business Administration, Finance
Merrimack College 2006 — 2007
Certificate in Advanced Financial Planning
ADP Retirement Services March 2011 - Present
AARP Financial, Inc December 2005 - October 2010
MFS Investment Management September 2004 - December 2005
Chittenden Securities, Inc December 2002 - May 2004
Skills
Investments, Retirement Planning, Series 63, 401k, Mutual Funds, Retirement, Sales, Portfolio Management, Financial Advisory, Series 6, Financial Services, Fixed Annuities, IRAs, Asset Allocation, Insurance, Investment Advisory, Securities, Strategic Financial...
Education
University of Vermont 1998 — 2002
B.S. Business Administration, Finance
Merrimack College 2006 — 2007
Certificate in Advanced Financial Planning
James Hanrahan James Hanrahan's ADP Retirement Services Experience February 2015 - Present
Job Regional Channel Manager
Industry Financial Services
Experience
ADP Retirement Services February 2015 - Present
RevenueShares June 2013 - November 2014
ADP June 2008 - June 2013
ADP October 2005 - June 2008
ADP June 2001 - October 2005
Skills
FINRA Series 63, Accredited Retirement..., Retirement Services, Consultative Selling, Salesforce.com, Sales Management, Series 63, Series 7, 401k, ADP Payroll, Account Management, Analysis, B2B, Building Relationships, CRM, Cold Calling, Complex Sales, Customer Retention, Defined Benefit, Direct Sales, Employee Benefits, Enterprise Software, Executive Management, Financial Advisory, Financial Services, HRO, Human Resources, Insurance, Lead Generation, Leadership, Major Accounts, Management, Marketing, Mutual Funds, New Business Development, PEO, Relationship Management, Retirement, Retirement Plan..., Retirement Planning, SaaS, Sales, Sales Force Development, Sales Operations, Sales Presentations, Sales Process, Selling, Selling Skills, Series 6, Solution Selling
Education
Siena College 1989 — 1993
Bachelor of Science, Marketing/Management
ADP Retirement Services February 2015 - Present
RevenueShares June 2013 - November 2014
ADP June 2008 - June 2013
ADP October 2005 - June 2008
ADP June 2001 - October 2005
Skills
FINRA Series 63, Accredited Retirement..., Retirement Services, Consultative Selling, Salesforce.com, Sales Management, Series 63, Series 7, 401k, ADP Payroll, Account Management, Analysis, B2B, Building Relationships, CRM, Cold Calling, Complex Sales, Customer Retention, Defined Benefit, Direct Sales, Employee Benefits, Enterprise Software, Executive Management, Financial Advisory, Financial Services, HRO, Human Resources, Insurance, Lead Generation, Leadership, Major Accounts, Management, Marketing, Mutual Funds, New Business Development, PEO, Relationship Management, Retirement, Retirement Plan..., Retirement Planning, SaaS, Sales, Sales Force Development, Sales Operations, Sales Presentations, Sales Process, Selling, Selling Skills, Series 6, Solution Selling
Education
Siena College 1989 — 1993
Bachelor of Science, Marketing/Management
Joe Forlines Joe Forlines's ADP Retirement Services Experience 2009 - February 2011
Job Regional Vice President I DCIO at Columbia Management (OH, MI, IN, KY and WI)
Industry Financial Services
Experience
Columbia Management February 2011 - Present
ADP Retirement Services 2009 - February 2011
Merrill Lynch December 1996 - June 2001
Farmers Insurance November 1995 - December 1996
United States Marine Corps 1988 - 1992
Forlines and Son Concrete Contractors June 1978 - September 1988
Skills
Sales Management, Direct Sales, Territory Planning, Social Networking, Professional Networking, Customer Service, Account Management, Wholesaling, Retirement Plan..., Wholesale, Sales Operations, Retirement, Salesforce.com, Business Networking, Selling, Solution Selling, Sales Presentations, Management, Insurance, Cold Calling, Sales Process, Building Relationships, New Business Development, 401k, Business Planning, Finance, Recruiting, Defined Benefit
Education
The University of Akron 1992 — 1996
Associate, Business Management
Green High School 1985 — 1988
Columbia Management February 2011 - Present
ADP Retirement Services 2009 - February 2011
Merrill Lynch December 1996 - June 2001
Farmers Insurance November 1995 - December 1996
United States Marine Corps 1988 - 1992
Forlines and Son Concrete Contractors June 1978 - September 1988
Skills
Sales Management, Direct Sales, Territory Planning, Social Networking, Professional Networking, Customer Service, Account Management, Wholesaling, Retirement Plan..., Wholesale, Sales Operations, Retirement, Salesforce.com, Business Networking, Selling, Solution Selling, Sales Presentations, Management, Insurance, Cold Calling, Sales Process, Building Relationships, New Business Development, 401k, Business Planning, Finance, Recruiting, Defined Benefit
Education
The University of Akron 1992 — 1996
Associate, Business Management
Green High School 1985 — 1988
Eric O'Donnell Eric O'Donnell's ADP Retirement Services Experience April 2007 - January 2011
Job Sr. Director, Product Mgmt & Investment Services at ADP
Industry Financial Services
Experience
ADP February 2011 - Present
ADP Retirement Services April 2007 - January 2011
Prudential Financial 2000 - 2007
Morgan Stanley 1999 - 2001
Skills
Product Planning, Product Strategy, Mutual Funds, Morningstar, Certified Investment..., Investment Policy..., Investments, 401k, Product Management, Project Management, Retirement, Financial Services, Employee Benefits, Relationship Management, Defined Contribution, Strategy, Product Marketing, Management, Leadership
Education
Ramapo College of New Jersey 1990 — 1996
BS, Economics
ADP February 2011 - Present
ADP Retirement Services April 2007 - January 2011
Prudential Financial 2000 - 2007
Morgan Stanley 1999 - 2001
Skills
Product Planning, Product Strategy, Mutual Funds, Morningstar, Certified Investment..., Investment Policy..., Investments, 401k, Product Management, Project Management, Retirement, Financial Services, Employee Benefits, Relationship Management, Defined Contribution, Strategy, Product Marketing, Management, Leadership
Education
Ramapo College of New Jersey 1990 — 1996
BS, Economics
Robin DeSota, AIF Robin DeSota, AIF's ADP Retirement Services Experience 1999 - 2005
Job Investment Advisor Representative
Industry Investment Management
Experience
Palisade Investments June 1998 - Present
ADP Retirement Services 1999 - 2005
Morgan Stanley 1996 - 1998
Skills
Mutual Funds, 401k, Retirement Plan..., Wealth Management, Defined Benefit, Asset Allocation, Alternative Investments, Investments, Retirement, Portfolio Management, Retirement Planning, Investment Advisory, Series 63, Series 6, Asset Management, Series 7, Strategic Planning, IRAs, Investment Strategies, Financial Advisory, Profit Sharing, ETFs, Pensions, Qualified Retirement..., Series 65, Investment Management, Defined Contribution, Roth IRA, Retirement Savings, Financial Services, ERISA, FINRA, Financial Planners, Financial Planning
Education
University of Massachusetts, Amherst 1990 — 1992
Masters
California Polytechnic State University-San Luis Obispo 1984 — 1989
Bachelors
Palisade Investments June 1998 - Present
ADP Retirement Services 1999 - 2005
Morgan Stanley 1996 - 1998
Skills
Mutual Funds, 401k, Retirement Plan..., Wealth Management, Defined Benefit, Asset Allocation, Alternative Investments, Investments, Retirement, Portfolio Management, Retirement Planning, Investment Advisory, Series 63, Series 6, Asset Management, Series 7, Strategic Planning, IRAs, Investment Strategies, Financial Advisory, Profit Sharing, ETFs, Pensions, Qualified Retirement..., Series 65, Investment Management, Defined Contribution, Roth IRA, Retirement Savings, Financial Services, ERISA, FINRA, Financial Planners, Financial Planning
Education
University of Massachusetts, Amherst 1990 — 1992
Masters
California Polytechnic State University-San Luis Obispo 1984 — 1989
Bachelors
Joseph DeSilva Jr Joseph DeSilva Jr's ADP Retirement Services Experience February 2007 - February 2009
Job Senior Vice President / General Manager ADP Retirement Services
Industry Financial Services
Experience
ADP July 2015 - Present
ADP May 2013 - June 2015
ADP July 2010 - May 2013
ADP Major Accounts Division February 2009 - July 2010
ADP Retirement Services February 2007 - February 2009
ADP Retirement Services February 2005 - February 2007
ADP November 2003 - February 2005
Mellon Financial December 2000 - November 2003
Price Waterhouse Management Consultants July 1999 - December 2000
Skills
Salesforce.com, Salesforce Training, Sales Management, Sales Operations, Leadership, Leadership Development, Sales, Cold Calling Experience, Business Development, Sales Growth, Coaching, Solution Selling, Account Management, Relationship Management, Institutional Sales, Financial Services, Financial Management..., Training, Matrix Management
Education
Seton Hall University 2000 — 2003
MBA, Finance and Financial Management Services
Monmouth University 1993 — 1997
Bachelor's degree, Business Administration, Management and Operations
Pope John XXIII Regional 1990 — 1993
ADP July 2015 - Present
ADP May 2013 - June 2015
ADP July 2010 - May 2013
ADP Major Accounts Division February 2009 - July 2010
ADP Retirement Services February 2007 - February 2009
ADP Retirement Services February 2005 - February 2007
ADP November 2003 - February 2005
Mellon Financial December 2000 - November 2003
Price Waterhouse Management Consultants July 1999 - December 2000
Skills
Salesforce.com, Salesforce Training, Sales Management, Sales Operations, Leadership, Leadership Development, Sales, Cold Calling Experience, Business Development, Sales Growth, Coaching, Solution Selling, Account Management, Relationship Management, Institutional Sales, Financial Services, Financial Management..., Training, Matrix Management
Education
Seton Hall University 2000 — 2003
MBA, Finance and Financial Management Services
Monmouth University 1993 — 1997
Bachelor's degree, Business Administration, Management and Operations
Pope John XXIII Regional 1990 — 1993
Jerry Tate Jerry Tate's ADP Retirement Services Experience May 1998 - July 2007
Job Senior Market Analyst at Transamerica Investments & Retirement
Industry Financial Services
Experience
Transamerica Investments & Retirement February 2014 - Present
Transamerica Retirement Solutions September 2010 - February 2014
Molson Coors Brewing (UK) Ltd April 2009 - June 2010
ADP Retirement Services May 1998 - July 2007
The Winter Companies August 1995 - May 1998
Chrysler April 1990 - July 1995
Education
London Business School 2007 — 2009
MBA
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Transamerica Investments & Retirement February 2014 - Present
Transamerica Retirement Solutions September 2010 - February 2014
Molson Coors Brewing (UK) Ltd April 2009 - June 2010
ADP Retirement Services May 1998 - July 2007
The Winter Companies August 1995 - May 1998
Chrysler April 1990 - July 1995
Education
London Business School 2007 — 2009
MBA
University of Michigan 1985 — 1989
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Jeff Pascoe, ARPC Jeff Pascoe, ARPC's ADP Retirement Services Experience January 2006 - August 2011
Job Regional Retirement Representative at Paychex
Industry Human Resources
Experience
Paychex July 2014 - Present
PrimePay October 2013 - July 2014
DailyAccess Corporation January 2012 - September 2013
ADP January 2006 - August 2011
ADP January 2006 - August 2011
ADP Retirement Services January 2006 - August 2011
US Army Reserve January 2000 - January 2006
Morgan Stanley Smith Barney 2002 - 2006
Smith Barney/Citigroup June 2002 - December 2005
ADP January 1998 - January 2002
Education
Susquehanna University 1992 — 1996
BSBA, Marketing
Susquehanna University 1992 — 1996
Bachelor of Science, Business Administration; Marketing
Paychex July 2014 - Present
PrimePay October 2013 - July 2014
DailyAccess Corporation January 2012 - September 2013
ADP January 2006 - August 2011
ADP January 2006 - August 2011
ADP Retirement Services January 2006 - August 2011
US Army Reserve January 2000 - January 2006
Morgan Stanley Smith Barney 2002 - 2006
Smith Barney/Citigroup June 2002 - December 2005
ADP January 1998 - January 2002
Education
Susquehanna University 1992 — 1996
BSBA, Marketing
Susquehanna University 1992 — 1996
Bachelor of Science, Business Administration; Marketing
AJ Lehman AJ Lehman's ADP Retirement Services Experience May 2011 - Present
Job Taking a thoughtful approach to help all employers and employees achieve the retirement they deserve
Industry Financial Services
Experience
ADP June 2012 - Present
ADP Retirement Services May 2011 - Present
East Penn Financial Group an Office of MetLife May 2009 - May 2011
Lehigh Valley Financial Group 2008 - 2009
First Hallmark Mortgage 2006 - 2009
Skills
Retirement Planning, Retirement, Finance, Series 63, Financial Services, Loans, Portfolio Management, Insurance, Investments, Securities, Mortgage Lending, Real Estate, FINRA, Options, 401k, ADP Payroll, Salesforce.com, Uniform Combined State..., Employee Benefits, Series 7, Customer Retention, Customer Service, New Business Development, Mutual Funds, Strategic Financial..., Fixed Annuities, Wealth Management, Team Building, Series 6, ARPC Certificatino
Education
Northampton Community College 1987 — 1989
Finance, General, Dean's List All Semesters
Covington High
Covington High
Covington High
Covington High
ADP June 2012 - Present
ADP Retirement Services May 2011 - Present
East Penn Financial Group an Office of MetLife May 2009 - May 2011
Lehigh Valley Financial Group 2008 - 2009
First Hallmark Mortgage 2006 - 2009
Skills
Retirement Planning, Retirement, Finance, Series 63, Financial Services, Loans, Portfolio Management, Insurance, Investments, Securities, Mortgage Lending, Real Estate, FINRA, Options, 401k, ADP Payroll, Salesforce.com, Uniform Combined State..., Employee Benefits, Series 7, Customer Retention, Customer Service, New Business Development, Mutual Funds, Strategic Financial..., Fixed Annuities, Wealth Management, Team Building, Series 6, ARPC Certificatino
Education
Northampton Community College 1987 — 1989
Finance, General, Dean's List All Semesters
Covington High
Covington High
Covington High
Covington High
Erin Powers-Smith Erin Powers-Smith's ADP Retirement Services Experience May 2000 - July 2002
Job Senior Implementation Manager at UnitedHealthcare
Industry Insurance
Experience
UnitedHealthcare August 2010 - Present
Resource Brokerage, LLC February 2010 - August 2010
UnitedHealth Group April 2008 - September 2009
UnitedHealth Group September 2007 - April 2008
UnitedHealthcare April 2006 - September 2007
UnitedHealthcare July 2004 - April 2006
ADP May 2000 - November 2003
ADP Retirement Services May 2000 - July 2002
Hewitt Associates 1999 - 2000
Skills
Project Management, Benefits Administration, Customer Service, Account Management, Program Management, Insurance, Employee Benefits, Human Resources, Healthcare, New Business Development, Management, Health Insurance, Leadership, Managed Care, Training
Education
Illinois State University 1997 — 1998
Bachelor of Science, Political Science
College of Lake County 1994 — 1996
Assiociates of Arts, Political Science
UnitedHealthcare August 2010 - Present
Resource Brokerage, LLC February 2010 - August 2010
UnitedHealth Group April 2008 - September 2009
UnitedHealth Group September 2007 - April 2008
UnitedHealthcare April 2006 - September 2007
UnitedHealthcare July 2004 - April 2006
ADP May 2000 - November 2003
ADP Retirement Services May 2000 - July 2002
Hewitt Associates 1999 - 2000
Skills
Project Management, Benefits Administration, Customer Service, Account Management, Program Management, Insurance, Employee Benefits, Human Resources, Healthcare, New Business Development, Management, Health Insurance, Leadership, Managed Care, Training
Education
Illinois State University 1997 — 1998
Bachelor of Science, Political Science
College of Lake County 1994 — 1996
Assiociates of Arts, Political Science
Bruce Simpsen Bruce Simpsen's ADP Retirement Services Experience June 2008 - May 2009
Job 401(k) Relationship Manager Empower Retirement
Industry Financial Services
Experience
EMPOWER Retirement January 2010 - Present
Clark Consulting July 2009 - January 2010
ADP Retirement Services June 2008 - May 2009
American Beacon Advisors May 2006 - May 2008
Milliman, Inc. November 1995 - April 2006
Skills
Retirement, Retirement Planning, New Business Development, Defined Contribution, 401k, Investments, Forecasting, CRM, Financial Advisory, Mutual Funds, Series 63, Asset Allocation, Series 6, Retirement Plan...
Education
The University of Texas at Austin 1990 — 1993
EMPOWER Retirement January 2010 - Present
Clark Consulting July 2009 - January 2010
ADP Retirement Services June 2008 - May 2009
American Beacon Advisors May 2006 - May 2008
Milliman, Inc. November 1995 - April 2006
Skills
Retirement, Retirement Planning, New Business Development, Defined Contribution, 401k, Investments, Forecasting, CRM, Financial Advisory, Mutual Funds, Series 63, Asset Allocation, Series 6, Retirement Plan...
Education
The University of Texas at Austin 1990 — 1993
Robert Konowitz Robert Konowitz's ADP Retirement Services Experience 2009 - 2011
Job Chiropractic Physician at Chiropractic 1st
Industry Hospital & Health Care
Experience
Chiropractic 1st April 2015 - Present
Fort Lee Rehabilitation September 2014 - March 2015
High Tech Innovations, LLC April 2011 - September 2014
ADP Retirement Services 2009 - 2011
Wachovia Securities 2006 - 2009
Mt. Olive Chiropractic Center, PC 1982 - 2006
Skills
Direct Sales, Healthcare Technology, New Business Development, Sales Process, Sales Management, Sales, Insurance, Cold Calling, Employee Benefits, Account Management, Salesforce.com, Coaching, 401k, Team Building, Customer Service, Marketing, Strategic Planning, Lead Generation, Small Business, Public Speaking, Sales Operations, Customer Retention, Healthcare, Training, Business Development, CRM
Education
New York Chiropractic College 1977 — 1981
D.C. - Doctor of Chiropractic, Chiropractic
The Pennsylvania State University, State 1971 — 1974
B.S, Animal Science
Chiropractic 1st April 2015 - Present
Fort Lee Rehabilitation September 2014 - March 2015
High Tech Innovations, LLC April 2011 - September 2014
ADP Retirement Services 2009 - 2011
Wachovia Securities 2006 - 2009
Mt. Olive Chiropractic Center, PC 1982 - 2006
Skills
Direct Sales, Healthcare Technology, New Business Development, Sales Process, Sales Management, Sales, Insurance, Cold Calling, Employee Benefits, Account Management, Salesforce.com, Coaching, 401k, Team Building, Customer Service, Marketing, Strategic Planning, Lead Generation, Small Business, Public Speaking, Sales Operations, Customer Retention, Healthcare, Training, Business Development, CRM
Education
New York Chiropractic College 1977 — 1981
D.C. - Doctor of Chiropractic, Chiropractic
The Pennsylvania State University, State 1971 — 1974
B.S, Animal Science
Michele Cilurzo Michele Cilurzo's ADP Retirement Services Experience June 2006 - April 2008
Job Client Relationship Director at EMPOWER Retirement
Industry Financial Services
Experience
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
EMPOWER Retirement September 2015 - Present
Transamerica Retirement Solutions February 2011 - September 2015
Edward Jones September 2008 - February 2011
ADP Retirement Services June 2006 - April 2008
Fidelity Investments April 2003 - June 2006
Fidelity Investments April 1997 - April 2003
Heritage Trust Company Pittsburgh, PA 1994 - 1995
Skills
Series 7, 401k, Series 63, Retirement, Mutual Funds, Retirement Planning, Defined Benefit, Series 6, Pensions, Investments, ERISA, Asset Allocation, Investment Advisory, Retirement Plan..., Profit Sharing, Securities, Relationship Management, Financial Advisory, Fixed Annuities, Financial Services, FINRA, Defined Contribution, Qualified Retirement...
Education
Syracuse University 1983 — 1987
BA, Economis
Our Lady of Mercy High School 1981 — 1983
High School Diploma
Kera Morris Kera Morris's ADP Retirement Services Experience February 2003 - March 2006
Job Vice President, Managing Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2006 - Present
ADP Retirement Services February 2003 - March 2006
Scudder Investments September 1998 - February 2003
Skills
Risk Management, Investment Advisory, Retirement, Securities, Financial Services, 401k, Mutual Funds, Relationship Management, Retirement Planning, FINRA Series 7 and 63, Asset Allocation, Investments, Wealth Management, Series 6, Asset Management, Alternative Investments
Education
Northeastern University 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science (BS), Finance
Fidelity Investments March 2006 - Present
ADP Retirement Services February 2003 - March 2006
Scudder Investments September 1998 - February 2003
Skills
Risk Management, Investment Advisory, Retirement, Securities, Financial Services, 401k, Mutual Funds, Relationship Management, Retirement Planning, FINRA Series 7 and 63, Asset Allocation, Investments, Wealth Management, Series 6, Asset Management, Alternative Investments
Education
Northeastern University 1995 — 1998
Master of Business Administration (MBA), Finance and Financial Management Services
University of Rhode Island - College of Business Administration 1988 — 1992
Bachelor of Science (BS), Finance
Andrew Arnold's ADP Retirement Services Experience June 2014 - Present
Job 401(K) Consultant at ADP
Industry Financial Services
Experience
ADP Retirement Services June 2014 - Present
ADP October 2003 - June 2014
Skills
Sales, Leadership, Talent Developer, Employee Benefits, Payroll, B2B, Selling, Recruiting, Business Development, Lead Generation, HRIS, Benefits Administration, Talent Acquisition, Management, Outsourcing, ADP Payroll, Talent Management, Salesforce.com, Direct Sales, Coaching, Training, Customer Retention, Cold Calling, BPO, Sales Presentations, Sales Process, Human Resources, Applicant Tracking..., Account Management, SaaS
Education
San Diego State University-California State University 1999 — 2003
Bachelor's, Political Science
ADP Retirement Services June 2014 - Present
ADP October 2003 - June 2014
Skills
Sales, Leadership, Talent Developer, Employee Benefits, Payroll, B2B, Selling, Recruiting, Business Development, Lead Generation, HRIS, Benefits Administration, Talent Acquisition, Management, Outsourcing, ADP Payroll, Talent Management, Salesforce.com, Direct Sales, Coaching, Training, Customer Retention, Cold Calling, BPO, Sales Presentations, Sales Process, Human Resources, Applicant Tracking..., Account Management, SaaS
Education
San Diego State University-California State University 1999 — 2003
Bachelor's, Political Science
Diane Lewis's ADP Retirement Services Experience 1997 - 2007
Job Lead Training & Development Specialist at DST Systems
Industry Professional Training & Coaching
Experience
DST Systems August 2014 - Present
DST Output February 2007 - August 2014
ADP Retirement Services 1997 - 2007
ADP 1997 - 2007
Skills
Instructional Design, Performance Management, Leadership Development, Organizational..., Coaching, Training, Leadership, Process Improvement, Team Building, Project Management
Education
The University of Kansas 1991 — 1994
BA, Communications
Johnson County Community College 1989 — 1991
Transfer, Basic Undgrad Requirements for Transfer
DST Systems August 2014 - Present
DST Output February 2007 - August 2014
ADP Retirement Services 1997 - 2007
ADP 1997 - 2007
Skills
Instructional Design, Performance Management, Leadership Development, Organizational..., Coaching, Training, Leadership, Process Improvement, Team Building, Project Management
Education
The University of Kansas 1991 — 1994
BA, Communications
Johnson County Community College 1989 — 1991
Transfer, Basic Undgrad Requirements for Transfer
Alexander Di Fiore's ADP Retirement Services Experience October 2007 - October 2008
Job Filmmaker
Industry Motion Pictures and Film
Experience
AJD Media Transfer October 2008 - Present
Harvard University January 2013 - February 2014
UniFirst Corporation April 2012 - May 2013
Sallie Mae October 2010 - October 2011
ADP Retirement Services October 2007 - October 2008
Citibank October 2005 - March 2007
Wedding Videography February 2005 - September 2005
Bank of America January 2004 - February 2005
You-Do-It Electronics Center July 2001 - January 2004
Boch Toyota 2002 - 2002
Skills
Scuba Diving, Soccer, PowerPoint, Spanish, Product Development, Dancing, Dance, Social Networking, Marketing, Spanish-speaking, Media Production, Management, CRM, Cross-functional Team..., Sales, Project Management, Customer Service, Team Building, Sales Management, Social Media, Social Media Marketing, Advertising, Leadership
Education
Rivier College 1999 — 2001
B.A., Communications
University of Massachusetts, Amherst 1993 — 1995
AJD Media Transfer October 2008 - Present
Harvard University January 2013 - February 2014
UniFirst Corporation April 2012 - May 2013
Sallie Mae October 2010 - October 2011
ADP Retirement Services October 2007 - October 2008
Citibank October 2005 - March 2007
Wedding Videography February 2005 - September 2005
Bank of America January 2004 - February 2005
You-Do-It Electronics Center July 2001 - January 2004
Boch Toyota 2002 - 2002
Skills
Scuba Diving, Soccer, PowerPoint, Spanish, Product Development, Dancing, Dance, Social Networking, Marketing, Spanish-speaking, Media Production, Management, CRM, Cross-functional Team..., Sales, Project Management, Customer Service, Team Building, Sales Management, Social Media, Social Media Marketing, Advertising, Leadership
Education
Rivier College 1999 — 2001
B.A., Communications
University of Massachusetts, Amherst 1993 — 1995
Angela Nieves CRPC® Angela Nieves CRPC®'s ADP Retirement Services Experience February 2009 - May 2014
Job Retirement Educator 2 at Wells Fargo Institutional Retirement and Trust
Industry Financial Services
Experience
Wells Fargo Institutional Retirement and Trust August 2014 - Present
ADP Retirement Services February 2009 - May 2014
Skills
401k, ADP Payroll, Benefits Administration, Customer Retention, Customer Service, Defined Benefit, Defined Contribution, Employee Benefits, Financial Advisory, Human Resources, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Retirement, Retirement Planning, Sales, Salesforce.com, Series 6, Series 63, Small Business
Education
Fairleigh Dickinson University
Wells Fargo Institutional Retirement and Trust August 2014 - Present
ADP Retirement Services February 2009 - May 2014
Skills
401k, ADP Payroll, Benefits Administration, Customer Retention, Customer Service, Defined Benefit, Defined Contribution, Employee Benefits, Financial Advisory, Human Resources, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Retirement, Retirement Planning, Sales, Salesforce.com, Series 6, Series 63, Small Business
Education
Fairleigh Dickinson University
Clifton Wallace Clifton Wallace's ADP Retirement Services Experience September 1997 - Present
Job Director, Account Management at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services September 1997 - Present
ADP Retirement Services May 2006 - June 2009
ADP Retirement Services/Scudder Investments/Deutsche Bank May 2001 - May 2006
Scudder Investments January 1999 - May 2001
Scudder Investments September 1997 - January 1999
Skills
FINRA Series 26, 6 and...
Education
Plymouth State University 1990 — 1993
B.S., Business, Management, Marketing, and Related Support Services
ADP Retirement Services September 1997 - Present
ADP Retirement Services May 2006 - June 2009
ADP Retirement Services/Scudder Investments/Deutsche Bank May 2001 - May 2006
Scudder Investments January 1999 - May 2001
Scudder Investments September 1997 - January 1999
Skills
FINRA Series 26, 6 and...
Education
Plymouth State University 1990 — 1993
B.S., Business, Management, Marketing, and Related Support Services
Renee Viau Renee Viau's ADP Retirement Services Experience June 2000 - June 2006
Job Administrative Assistant II/Inside Sales for Phase Mask and Gratings at Coherent
Industry Electrical/Electronic Manufacturing
Experience
Coherent July 2007 - Present
ADP Retirement Services June 2000 - June 2006
Putnam Investments August 1998 - March 2000
Skills
Purchasing, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Troubleshooting, Microsoft Word, PowerPoint, Accounts Payable, Employee Relations, Human Resources, Customer Service, Management, Sales, Process Improvement, Onboarding, Invoicing, Time Management, Interviews, Employee Benefits, Training, Team Building, Continuous Improvement, Manufacturing, Product Development, Project Management
Education
Southern New Hampshire University 2014 — 2015
Certificate in Human Resource Management, HR Management, 3.89
Coherent July 2007 - Present
ADP Retirement Services June 2000 - June 2006
Putnam Investments August 1998 - March 2000
Skills
Purchasing, Software Documentation, Outlook, Microsoft Office, Microsoft Excel, Troubleshooting, Microsoft Word, PowerPoint, Accounts Payable, Employee Relations, Human Resources, Customer Service, Management, Sales, Process Improvement, Onboarding, Invoicing, Time Management, Interviews, Employee Benefits, Training, Team Building, Continuous Improvement, Manufacturing, Product Development, Project Management
Education
Southern New Hampshire University 2014 — 2015
Certificate in Human Resource Management, HR Management, 3.89
Manuel Valdivieso's ADP Retirement Services Experience November 2008 - Present
Job Service Support Analyst II at ADP Retirment Services
Industry Financial Services
Experience
ADP Retirement Services November 2008 - Present
First Commonwealth Mortgage November 2007 - March 2008
Adecco Staffing March 2004 - October 2007
Skills
Customer Service, Training, Finance, Call Centers, Human Resources, Loans, Onboarding, Process Improvement, Leadership, Credit, Recruiting, Employee Relations
Education
Sullivan University 2000 — 2002
Associate's degree, Business Management; Information ProcessingHuman Resource Management
ADP Retirement Services November 2008 - Present
First Commonwealth Mortgage November 2007 - March 2008
Adecco Staffing March 2004 - October 2007
Skills
Customer Service, Training, Finance, Call Centers, Human Resources, Loans, Onboarding, Process Improvement, Leadership, Credit, Recruiting, Employee Relations
Education
Sullivan University 2000 — 2002
Associate's degree, Business Management; Information ProcessingHuman Resource Management
Chris Augelli, AIF® Chris Augelli, AIF®'s ADP Retirement Services Experience September 2012 - June 2015
Job Vice President, DCIO Regional Sales Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price June 2015 - Present
ADP Retirement Services September 2012 - June 2015
ADP Retirement Services October 2010 - September 2012
ADP Retirement Services 1999 - October 2010
Sedgwick Noble Lowndes 1996 - 1999
Skills
Business Development, 401k, Sales Operations, Strategy, Leadership, Sales Management, Strategic Partnerships, Sales Process, Mutual Funds, Strategic Planning, Product Marketing, Product Management, Executive Management, Sales, Negotiation, Presentations, Partner Management, Business Planning, Partner Relationship..., Product Strategy, Series 7, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Political Science
T. Rowe Price June 2015 - Present
ADP Retirement Services September 2012 - June 2015
ADP Retirement Services October 2010 - September 2012
ADP Retirement Services 1999 - October 2010
Sedgwick Noble Lowndes 1996 - 1999
Skills
Business Development, 401k, Sales Operations, Strategy, Leadership, Sales Management, Strategic Partnerships, Sales Process, Mutual Funds, Strategic Planning, Product Marketing, Product Management, Executive Management, Sales, Negotiation, Presentations, Partner Management, Business Planning, Partner Relationship..., Product Strategy, Series 7, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Political Science
Maggie Stor's ADP Retirement Services Experience 2003 - 2006
Job Marketing Executive | Marketing Strategist, Product Marketing, Direct Marketing, Consultant
Industry Marketing and Advertising
Experience
Ameriprise Financial Advisors October 2006 - January 2013
ADP Retirement Services 2003 - 2006
Lowestloan.com 2000 - 2002
Offi Internationl Buyers Corporation 1996 - 1999
Forte Hotels 1993 - 1996
Skills
Series 63, Retirement, Credit Card Marketing, Credit Card Lifecycle, Direct Marketing, Online Marketing, Credit Cards, Hospitality Marketing, Product Marketing, Brand Awareness, Brand Development, Strategic Partnerships, Project Management, Marketing, Marketing Strategy, Lead Generation, Email Marketing
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
New York Institute of Technology-Old Westbury
Bachelor's degree, Hotel / Restaurant Administration
Ameriprise Financial Advisors October 2006 - January 2013
ADP Retirement Services 2003 - 2006
Lowestloan.com 2000 - 2002
Offi Internationl Buyers Corporation 1996 - 1999
Forte Hotels 1993 - 1996
Skills
Series 63, Retirement, Credit Card Marketing, Credit Card Lifecycle, Direct Marketing, Online Marketing, Credit Cards, Hospitality Marketing, Product Marketing, Brand Awareness, Brand Development, Strategic Partnerships, Project Management, Marketing, Marketing Strategy, Lead Generation, Email Marketing
Education
Pace University - Lubin School of Business
Master of Business Administration (MBA), Marketing/Marketing Management, General
New York Institute of Technology-Old Westbury
Bachelor's degree, Hotel / Restaurant Administration
Dana Calderwood - Spencer Dana Calderwood - Spencer's ADP Retirement Services Experience March 2007 - September 2010
Job Registered Client Services Associated
Industry Financial Services
Experience
Stifel Financial Corp. October 2014 - Present
Waddell & Reed/Ivy Funds 2010 - 2012
Expert Plan Retirement Services March 2007 - September 2010
ADP Retirement Services March 2007 - September 2010
Sanders Booze Capital Advisors-RIA January 2006 - January 2007
Balcony Financial-Berthel Fisher & Company July 2003 - January 2005
Edward Jones June 1998 - July 2003
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Financial Services, Strategic Financial..., Insurance, Retirement Planning, Finance, Selling, Banking, CRM, Financial Advisory, Estate Planning, Trading, Sales, Sales Operations, Financial Markets, Marketing, Bonds, Sales Process, Asset Management, 401k, Relationship Management, Investment Advisory, Customer Service, Securities, Retirement, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments
Education
Kansas State University 1992 — 1996
B.S, Business Administration-Management
College of the Desert 1990 — 1992
Stifel Financial Corp. October 2014 - Present
Waddell & Reed/Ivy Funds 2010 - 2012
Expert Plan Retirement Services March 2007 - September 2010
ADP Retirement Services March 2007 - September 2010
Sanders Booze Capital Advisors-RIA January 2006 - January 2007
Balcony Financial-Berthel Fisher & Company July 2003 - January 2005
Edward Jones June 1998 - July 2003
Skills
Series 7, Series 63, Series 65, Investments, Mutual Funds, Financial Services, Strategic Financial..., Insurance, Retirement Planning, Finance, Selling, Banking, CRM, Financial Advisory, Estate Planning, Trading, Sales, Sales Operations, Financial Markets, Marketing, Bonds, Sales Process, Asset Management, 401k, Relationship Management, Investment Advisory, Customer Service, Securities, Retirement, Wealth Management, Portfolio Management, Asset Allocation, Alternative Investments
Education
Kansas State University 1992 — 1996
B.S, Business Administration-Management
College of the Desert 1990 — 1992
Steven Garofalo's ADP Retirement Services Experience September 2004 - November 2005
Job Sr. Regional Sales Consultant Prudential Financial
Industry Financial Services
Experience
Prudential Financial January 2012 - Present
Prudential Financial November 2010 - December 2011
Prudential Financial November 2005 - November 2010
ADP Retirement Services September 2004 - November 2005
Harvest Capital LLC September 1999 - August 2004
United States Army (Connecticut Army National Guard August 1993 - April 1999
Skills
Strategy, Business Development, Sales, Investments, Relationship Management, Variable Annuities, Fixed Annuities, Training, Financial Advisory, Separately Managed..., Management, New Business Development, Sales Operations, Banking, Strategic Financial..., Retail, Series 63, Mutual Funds, Series 7, Retirement Planning, Equity Indexed Annuities, 401k, Asset Allocation, Defined Contribution, Financial Services, Series 65, Retirement
Education
Central Connecticut State University 1993 — 2008
Bachelor of Arts in History, Bachelor of Arts in History, Minor in Management & Economics
Western New England College 1992 — 1993
Undergraduate General Study
Prudential Financial January 2012 - Present
Prudential Financial November 2010 - December 2011
Prudential Financial November 2005 - November 2010
ADP Retirement Services September 2004 - November 2005
Harvest Capital LLC September 1999 - August 2004
United States Army (Connecticut Army National Guard August 1993 - April 1999
Skills
Strategy, Business Development, Sales, Investments, Relationship Management, Variable Annuities, Fixed Annuities, Training, Financial Advisory, Separately Managed..., Management, New Business Development, Sales Operations, Banking, Strategic Financial..., Retail, Series 63, Mutual Funds, Series 7, Retirement Planning, Equity Indexed Annuities, 401k, Asset Allocation, Defined Contribution, Financial Services, Series 65, Retirement
Education
Central Connecticut State University 1993 — 2008
Bachelor of Arts in History, Bachelor of Arts in History, Minor in Management & Economics
Western New England College 1992 — 1993
Undergraduate General Study
Barry Steelman, AIF® Barry Steelman, AIF®'s ADP Retirement Services Experience September 2008 - March 2011
Job Managing Partner and Client Advocate, Private Client Wealth Advisors, LLC
Industry Investment Management
Experience
Private Client Wealth Advisors, LLC March 2014 - Present
Advisor Evolution Group, LLC March 2014 - Present
Pershing a BNY Mellon company May 2011 - February 2014
ADP Retirement Services September 2008 - March 2011
Fidelity Investments October 2001 - August 2008
Fidelity Investments October 2001 - March 2007
Fidelity Investments November 1999 - October 2001
Fidelity Investments 1998 - 1999
Northwestern Mutual June 1994 - October 1997
Skills
Investments, Financial Services, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, 401k, High Net Worth..., Hedge Funds, Retirement, FINRA, Financial Advisory, Insurance, Series 6, Series 63, Finance, Asset Management, Portfolio Management, Business Development, Alternative Investments, Investment Strategies, Selling, Leadership, Asset Allocation, Relationship Management, Investment Management, Series 66, Series 7, Wealth Management..., Sales, Financial Planning, Management, Securities, Equities, Strategic Planning, Fixed Income, Consulting, Financial Analysis
Education
Southern Methodist University 1990 — 1994
Bachelor of Arts, History
Florida State University 2000 — 2002
Center for Academic and Professional Development, Certificate in Financial Planning
Christchurch School, Christchurch VA 1989 — 1990
High School, College Prep, 11th and 12th
Episcopal School of Dallas 1982 — 1989
High School, College Prep, 5th thru 11th
Private Client Wealth Advisors, LLC March 2014 - Present
Advisor Evolution Group, LLC March 2014 - Present
Pershing a BNY Mellon company May 2011 - February 2014
ADP Retirement Services September 2008 - March 2011
Fidelity Investments October 2001 - August 2008
Fidelity Investments October 2001 - March 2007
Fidelity Investments November 1999 - October 2001
Fidelity Investments 1998 - 1999
Northwestern Mutual June 1994 - October 1997
Skills
Investments, Financial Services, Wealth Management, Mutual Funds, Retirement Planning, Investment Advisory, 401k, High Net Worth..., Hedge Funds, Retirement, FINRA, Financial Advisory, Insurance, Series 6, Series 63, Finance, Asset Management, Portfolio Management, Business Development, Alternative Investments, Investment Strategies, Selling, Leadership, Asset Allocation, Relationship Management, Investment Management, Series 66, Series 7, Wealth Management..., Sales, Financial Planning, Management, Securities, Equities, Strategic Planning, Fixed Income, Consulting, Financial Analysis
Education
Southern Methodist University 1990 — 1994
Bachelor of Arts, History
Florida State University 2000 — 2002
Center for Academic and Professional Development, Certificate in Financial Planning
Christchurch School, Christchurch VA 1989 — 1990
High School, College Prep, 11th and 12th
Episcopal School of Dallas 1982 — 1989
High School, College Prep, 5th thru 11th
Mario Lukin Mario Lukin's ADP Retirement Services Experience October 2012 - Present
Job Inside Sales Executive Helping small businesses customize retirement plan solutions through ADP
Industry Financial Services
Experience
ADP Retirement Services October 2012 - Present
ADP Retirement Services July 2010 - September 2012
ADP Retirement Services June 2008 - July 2010
ADP Retirement Services July 2006 - July 2008
ADP Retirement Services March 2006 - July 2006
AllianceBernstein October 1999 - January 2006
Skills
Salesforce.com, Cold Calling, Account Management, Direct Sales, Sales Presentations, Solution Selling, 401(k), Leadership, Sales Management, Sales Process, Sales, Building Relationships, Negotiation, Business Planning, Management, Customer Service, Marketing, Sales Operations, Small Business, Time Management, Customer Retention, Process Improvement, Retirement Planning, Team Building, Relationship Management, Series 63, Inside Sales, Series 6, Strategic Planning, Coaching, Mutual Funds, Retirement, Marketing Strategy, Sales Prospecting, Retirement Plan..., Qualifying Prospects, B2B, Defined Contribution, Lead Generation
Education
Seton Hall University 1999 — 2001
Masters of Arts, 21 credits towards International Realtions
Montclair State University 1994 — 1999
Bachelor of Arts, Political Science, International Studies Minor
ADP Retirement Services October 2012 - Present
ADP Retirement Services July 2010 - September 2012
ADP Retirement Services June 2008 - July 2010
ADP Retirement Services July 2006 - July 2008
ADP Retirement Services March 2006 - July 2006
AllianceBernstein October 1999 - January 2006
Skills
Salesforce.com, Cold Calling, Account Management, Direct Sales, Sales Presentations, Solution Selling, 401(k), Leadership, Sales Management, Sales Process, Sales, Building Relationships, Negotiation, Business Planning, Management, Customer Service, Marketing, Sales Operations, Small Business, Time Management, Customer Retention, Process Improvement, Retirement Planning, Team Building, Relationship Management, Series 63, Inside Sales, Series 6, Strategic Planning, Coaching, Mutual Funds, Retirement, Marketing Strategy, Sales Prospecting, Retirement Plan..., Qualifying Prospects, B2B, Defined Contribution, Lead Generation
Education
Seton Hall University 1999 — 2001
Masters of Arts, 21 credits towards International Realtions
Montclair State University 1994 — 1999
Bachelor of Arts, Political Science, International Studies Minor
Kevin Mudd's ADP Retirement Services Experience 2000 - Present
Job Technical and Application Specialist III
Industry Financial Services
Experience
ADP Corp IT October 2000 - Present
ADP Retirement 2000 - Present
ADP Retirement Services 2000 - Present
General Electric Co. May 1987 - December 1997
Skills
VCP4, CompTIA Network+..., Windows 7, SQL, Active Directory, VMware, Network Administration, SharePoint, Windows Server, Disaster Recovery, SCCM, Cloud Computing, Computer Hardware, Visio, Unix, Servers, Virtualization, Technical Support, Software Documentation, Citrix, Data Center, Vendor Management, System Administration
Education
University of Louisville
BS & BA, Accounting/History
ADP Corp IT October 2000 - Present
ADP Retirement 2000 - Present
ADP Retirement Services 2000 - Present
General Electric Co. May 1987 - December 1997
Skills
VCP4, CompTIA Network+..., Windows 7, SQL, Active Directory, VMware, Network Administration, SharePoint, Windows Server, Disaster Recovery, SCCM, Cloud Computing, Computer Hardware, Visio, Unix, Servers, Virtualization, Technical Support, Software Documentation, Citrix, Data Center, Vendor Management, System Administration
Education
University of Louisville
BS & BA, Accounting/History
Joshua Dietch's ADP Retirement Services Experience August 2003 - February 2005
Job Managing Director, Chatham Partners
Industry Financial Services
Experience
Chatham Partners March 2005 - Present
ADP Retirement Services August 2003 - February 2005
Cerulli Associates 1999 - 2003
Principal Financial Group (Trustar Retirement Services) 1995 - 1999
Skills
Business Strategy, New Business Development, Business Relationship..., Strategic Planning, Business Planning, Client Service, Client Development, Management Consulting, Customer Presentations, Product Marketing, Marketing Strategy, Asset Management, Strategy Development, Management, Financial Services, Product Development, Business Development, Strategy, Project Management, Asset Managment, Retirement, 401k, Mutual Funds, Marketing, Defined Benefit, Market Research, Investments, Supervisory Skills, Mentoring, Writing Skills, Report Writing, White Papers, Executive Management, Competitive Analysis, Client Services
Education
Bates College 1986 — 1990
B.A.
Chatham Partners March 2005 - Present
ADP Retirement Services August 2003 - February 2005
Cerulli Associates 1999 - 2003
Principal Financial Group (Trustar Retirement Services) 1995 - 1999
Skills
Business Strategy, New Business Development, Business Relationship..., Strategic Planning, Business Planning, Client Service, Client Development, Management Consulting, Customer Presentations, Product Marketing, Marketing Strategy, Asset Management, Strategy Development, Management, Financial Services, Product Development, Business Development, Strategy, Project Management, Asset Managment, Retirement, 401k, Mutual Funds, Marketing, Defined Benefit, Market Research, Investments, Supervisory Skills, Mentoring, Writing Skills, Report Writing, White Papers, Executive Management, Competitive Analysis, Client Services
Education
Bates College 1986 — 1990
B.A.
Louis Greco's ADP Retirement Services Experience August 2011 - August 2012
Job Regional Director at CION Securities
Industry Investment Management
Experience
ICON Investments March 2015 - Present
AllianceBernstein August 2012 - March 2015
ADP Retirement Services August 2011 - August 2012
Skills
Series 7, Microsoft Office, Salesforce.com, 401k, Microsoft Word, Series 63, PowerPoint, Sales, Social Media, Financial Analysis, Retirement Planning, Financial Advisory, Microsoft Excel, Retirement, CRM, Finance, Leadership, Public Speaking
Education
Muhlenberg College 2007 — 2011
Bachelors, Business Administration & Political Science
Muhlenberg College 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General + Political Science
ICON Investments March 2015 - Present
AllianceBernstein August 2012 - March 2015
ADP Retirement Services August 2011 - August 2012
Skills
Series 7, Microsoft Office, Salesforce.com, 401k, Microsoft Word, Series 63, PowerPoint, Sales, Social Media, Financial Analysis, Retirement Planning, Financial Advisory, Microsoft Excel, Retirement, CRM, Finance, Leadership, Public Speaking
Education
Muhlenberg College 2007 — 2011
Bachelors, Business Administration & Political Science
Muhlenberg College 2007 — 2011
Bachelor’s Degree, Business Administration and Management, General + Political Science
Kate Sweeney's ADP Retirement Services Experience April 2010 - April 2013
Job
Industry Financial Services
Experience
EMPOWER Retirement May 2015 - Present
Somerset Hills YMCA February 2015 - Present
Sophisticated Storage Solutions May 2014 - May 2015
ADP Retirement Services April 2010 - April 2013
Schroder Investment Management North America Inc. March 2008 - March 2009
US Trust December 2005 - March 2008
New York Life Investment Management October 2000 - December 2005
Lord, Abbett & Co. LLC June 1998 - October 2000
Skills
Relationship Management, Mutual Funds, Retirement Planning, 401k, Financial Services, Strategic Partnerships, Retirement, Sales, Asset Management, Investments, ERISA, Leadership, Employee Benefits, Pensions, Portfolio Management, Finance, Business Development, Asset Managment, Series 6, 401(k) Implementation
Education
Villanova University 1994 — 1998
B.A., English
University College Galway 1997 — 1997
English
EMPOWER Retirement May 2015 - Present
Somerset Hills YMCA February 2015 - Present
Sophisticated Storage Solutions May 2014 - May 2015
ADP Retirement Services April 2010 - April 2013
Schroder Investment Management North America Inc. March 2008 - March 2009
US Trust December 2005 - March 2008
New York Life Investment Management October 2000 - December 2005
Lord, Abbett & Co. LLC June 1998 - October 2000
Skills
Relationship Management, Mutual Funds, Retirement Planning, 401k, Financial Services, Strategic Partnerships, Retirement, Sales, Asset Management, Investments, ERISA, Leadership, Employee Benefits, Pensions, Portfolio Management, Finance, Business Development, Asset Managment, Series 6, 401(k) Implementation
Education
Villanova University 1994 — 1998
B.A., English
University College Galway 1997 — 1997
English
Jacob Ruotsinoja's ADP Retirement Services Experience February 2007 - May 2012
Job President at ICON Financial
Industry Investment Management
Experience
ICON Financial April 2014 - Present
Strategic Financial April 2012 - April 2014
ADP Retirement Services February 2007 - May 2012
Dynetech February 2005 - February 2007
Skills
Retirement Planning, Strategy, Profit Sharing, Defined Benefit, Securities, Qualified Retirement...
Education
University of Florida 1998 — 2000
Bachelor's degree, Finance
ICON Financial April 2014 - Present
Strategic Financial April 2012 - April 2014
ADP Retirement Services February 2007 - May 2012
Dynetech February 2005 - February 2007
Skills
Retirement Planning, Strategy, Profit Sharing, Defined Benefit, Securities, Qualified Retirement...
Education
University of Florida 1998 — 2000
Bachelor's degree, Finance
Joe Blumenauer's ADP Retirement Services Experience January 2009 - Present
Job Education Specialist at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services January 2009 - Present
NYCDOE August 2007 - July 2008
TIAA-CREF August 1998 - September 2003
Morgan Stanley Dean Witter October 1995 - January 1997
The Equitable Group August 1986 - July 1996
Skills
401k, Leadership, Retirement, Fixed Annuities, Mutual Funds, Recruiting, Public Speaking, Wealth Management, Fundraising, Salesforce.com, Employee Benefits, Training, Financial Services, Series 6, Benefits Administration, Retirement Planning, Series 63, Insurance, Relationship Management, Pensions, Series 7
Education
Manhattanville College 2007 — 2008
Masters, Education
Saint Bonaventure University 1980 — 1984
BBA, Marketing
ADP Retirement Services January 2009 - Present
NYCDOE August 2007 - July 2008
TIAA-CREF August 1998 - September 2003
Morgan Stanley Dean Witter October 1995 - January 1997
The Equitable Group August 1986 - July 1996
Skills
401k, Leadership, Retirement, Fixed Annuities, Mutual Funds, Recruiting, Public Speaking, Wealth Management, Fundraising, Salesforce.com, Employee Benefits, Training, Financial Services, Series 6, Benefits Administration, Retirement Planning, Series 63, Insurance, Relationship Management, Pensions, Series 7
Education
Manhattanville College 2007 — 2008
Masters, Education
Saint Bonaventure University 1980 — 1984
BBA, Marketing
Michelle Daniels's ADP Retirement Services Experience 2003 - 2005
Job Project Manager at Newland Development Associates, LLC
Industry Information Technology and Services
Experience
Newland Development Associates, LLC October 2013 - Present
Liberty Mutual Insurance April 2011 - October 2013
Liberty Mutual Insurance September 2005 - April 2011
ADP Retirement Services 2003 - 2005
Deutsche Bank 2001 - 2003
Zurich Scudder Investments 1999 - 2001
Skills
IT Strategy, Documentum, System Administration, Websphere, Siteminder, Document Management, ITIL, Web Services, WebSphere MQ, AIX, RHEL, Performance Testing, High Availability..., Disaster Recovery, Windows Server, Veritas Cluster Server, Integration, IT Management, Enterprise Architecture, Business Analysis, System Architecture, Unix, Security, Systems Analysis, IBM AIX, WebSphere
Education
Southern New Hampshire University
Bachelor of Science, Business Finance
Newland Development Associates, LLC October 2013 - Present
Liberty Mutual Insurance April 2011 - October 2013
Liberty Mutual Insurance September 2005 - April 2011
ADP Retirement Services 2003 - 2005
Deutsche Bank 2001 - 2003
Zurich Scudder Investments 1999 - 2001
Skills
IT Strategy, Documentum, System Administration, Websphere, Siteminder, Document Management, ITIL, Web Services, WebSphere MQ, AIX, RHEL, Performance Testing, High Availability..., Disaster Recovery, Windows Server, Veritas Cluster Server, Integration, IT Management, Enterprise Architecture, Business Analysis, System Architecture, Unix, Security, Systems Analysis, IBM AIX, WebSphere
Education
Southern New Hampshire University
Bachelor of Science, Business Finance
Shalethia Patton's ADP Retirement Services Experience October 2007 - Present
Job Marketing Professional
Industry Marketing and Advertising
Experience
ADP Retirement Services October 2007 - Present
Enterprise Fund Distributors, Inc. February 2006 - April 2007
Enterprise Fund Distributors, Inc. December 2001 - February 2006
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
M.B.A., Management & Marketing
Spelman College 1996 — 2000
Bachelor's of Arts, English
ADP Retirement Services October 2007 - Present
Enterprise Fund Distributors, Inc. February 2006 - April 2007
Enterprise Fund Distributors, Inc. December 2001 - February 2006
Education
Kennesaw State University - Michael J. Coles College of Business 2004 — 2007
M.B.A., Management & Marketing
Spelman College 1996 — 2000
Bachelor's of Arts, English
Sandy Pann's ADP Retirement Services Experience 1999 - 2004
Job at
Industry Human Resources
Experience
Swift Transportation June 2014 - Present
ADP April 2012 - June 2014
ADP November 2009 - April 2012
Swift Transportation May 2008 - September 2010
IBM 2006 - 2007
US Foodservice 2006 - 2006
ADP Benefit Services 2004 - 2006
Alliant Energy 2004 - 2005
ADP Retirement Services 1999 - 2004
GS Robins and Company 1997 - 1999
Skills
Lotus Notes, Troubleshooting, Lotus Domino, SQL, System Administration, Microsoft Office, Hardware, Process Improvement, Network Administration, Software Installation, Technical Support, Outlook, Customer Service, Microsoft Exchange, Blackberry, Software Documentation, Unix, VPN, Networking, Testing, CRM, SharePoint, Management, TCP/IP, Visio, Information Technology, Agile Methodologies, User Acceptance Testing, Vendor Management, Databases, Access
Education
Southern Illinois University, Edwardsville 1995 — 1997
BS, Business Administration and Management, General
Swift Transportation June 2014 - Present
ADP April 2012 - June 2014
ADP November 2009 - April 2012
Swift Transportation May 2008 - September 2010
IBM 2006 - 2007
US Foodservice 2006 - 2006
ADP Benefit Services 2004 - 2006
Alliant Energy 2004 - 2005
ADP Retirement Services 1999 - 2004
GS Robins and Company 1997 - 1999
Skills
Lotus Notes, Troubleshooting, Lotus Domino, SQL, System Administration, Microsoft Office, Hardware, Process Improvement, Network Administration, Software Installation, Technical Support, Outlook, Customer Service, Microsoft Exchange, Blackberry, Software Documentation, Unix, VPN, Networking, Testing, CRM, SharePoint, Management, TCP/IP, Visio, Information Technology, Agile Methodologies, User Acceptance Testing, Vendor Management, Databases, Access
Education
Southern Illinois University, Edwardsville 1995 — 1997
BS, Business Administration and Management, General
Chris Glombicki's ADP Retirement Services Experience July 1999 - June 2004
Job Defined Contribution Domain Manager at Hewitt Associates
Industry Human Resources
Experience
Hewitt Associates July 2004 - Present
ADP Retirement Services July 1999 - June 2004
Skills
Employee Benefits, Defined Contribution, Vendor Management, Project Management, Benefits Administration, Outsourcing, Defined Benefit, HRIS, Management, Performance Management, BPO, 401k, Deferred Compensation
Education
DePaul University 1993 — 1995
Finance
Hewitt Associates July 2004 - Present
ADP Retirement Services July 1999 - June 2004
Skills
Employee Benefits, Defined Contribution, Vendor Management, Project Management, Benefits Administration, Outsourcing, Defined Benefit, HRIS, Management, Performance Management, BPO, 401k, Deferred Compensation
Education
DePaul University 1993 — 1995
Finance
Jessen Fahey's ADP Retirement Services Experience July 2005 - February 2010
Job VP, Defined Contribution Wholesaler at Columbia Management
Industry Financial Services
Experience
Columbia Management February 2010 - Present
ADP Retirement Services July 2005 - February 2010
Ceridian 2004 - July 2005
Milliman 2000 - 2004
Fidelity Investments 1997 - 2000
Skills
Retirement Plan..., Series 63, 401k
Education
University of Denver 1994 — 1995
Master of Science (MS), Communication
University of Denver 1990 — 1994
Bachelor of Science (BS), Business Administration
Columbia Management February 2010 - Present
ADP Retirement Services July 2005 - February 2010
Ceridian 2004 - July 2005
Milliman 2000 - 2004
Fidelity Investments 1997 - 2000
Skills
Retirement Plan..., Series 63, 401k
Education
University of Denver 1994 — 1995
Master of Science (MS), Communication
University of Denver 1990 — 1994
Bachelor of Science (BS), Business Administration
John Stamm's ADP Retirement Services Experience 2005 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
TIAA-CREF 2008 - 2009
Altigro Pension Services 2006 - 2007
ADP Retirement Services 2005 - 2006
Mellon Bank 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2001
AIMS Consulting 1982 - 1998
Bankers Trust Company 1964 - 1982
Skills
Wealth Management, Securities, Equities, Pensions, Relationship Management, Portfolio Management, Mutual Funds, Investments
Education
City University of New York
TIAA-CREF 2008 - 2009
Altigro Pension Services 2006 - 2007
ADP Retirement Services 2005 - 2006
Mellon Bank 2002 - 2004
Morgan Stanley Dean Witter 1999 - 2001
AIMS Consulting 1982 - 1998
Bankers Trust Company 1964 - 1982
Skills
Wealth Management, Securities, Equities, Pensions, Relationship Management, Portfolio Management, Mutual Funds, Investments
Education
City University of New York
Rosa Batista's ADP Retirement Services Experience November 2003 - April 2008
Job Senior Director, New Business Development at ADP
Industry Financial Services
Experience
ADP Retirement April 2010 - Present
Automatic Data Processing April 2008 - June 2010
ADP Retirement Services November 2003 - April 2008
MetLife 1998 - 2002
Bankers Trust 1989 - 1998
Skills
Operations Management, Outsourcing, BPO, Workforce Management, 401k, Business Analysis, Business Process, Business Process..., CRM, Call Centers, Change Management, Cross-functional Team..., Customer Retention, Employee Benefits, Employee Relations, Enterprise Software, Executive Management, Financial Services, Human Resources, Leadership, Management, New Business Development, Performance Management, Process Improvement, Project Management, Recruiting, Relationship Management, Sales Process, Training, Vendor Management
Education
Montclair State University 1984 — 1988
Bachelor of Arts, Economics
ADP Retirement April 2010 - Present
Automatic Data Processing April 2008 - June 2010
ADP Retirement Services November 2003 - April 2008
MetLife 1998 - 2002
Bankers Trust 1989 - 1998
Skills
Operations Management, Outsourcing, BPO, Workforce Management, 401k, Business Analysis, Business Process, Business Process..., CRM, Call Centers, Change Management, Cross-functional Team..., Customer Retention, Employee Benefits, Employee Relations, Enterprise Software, Executive Management, Financial Services, Human Resources, Leadership, Management, New Business Development, Performance Management, Process Improvement, Project Management, Recruiting, Relationship Management, Sales Process, Training, Vendor Management
Education
Montclair State University 1984 — 1988
Bachelor of Arts, Economics
Melissa Amster's ADP Retirement Services Experience January 1999 - January 2000
Job Founder and blog administrator at Chick Lit Central
Industry Executive Office
Experience
Chick Lit Central May 2010 - Present
The Jewish Federation of Greater Washington December 2009 - Present
Get it Paid, Inc. February 2008 - July 2009
Johnson Controls November 2003 - November 2006
T-Mobile January 2000 - January 2003
ADP Retirement Services January 1999 - January 2000
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Social Media, Editing, Management, Public Speaking, Event Planning, Nonprofits, Public Relations, Microsoft Office, Blogging, Social Networking
Education
Illinois State University 1994 — 1999
BS , Psychology
Chick Lit Central May 2010 - Present
The Jewish Federation of Greater Washington December 2009 - Present
Get it Paid, Inc. February 2008 - July 2009
Johnson Controls November 2003 - November 2006
T-Mobile January 2000 - January 2003
ADP Retirement Services January 1999 - January 2000
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Social Media, Editing, Management, Public Speaking, Event Planning, Nonprofits, Public Relations, Microsoft Office, Blogging, Social Networking
Education
Illinois State University 1994 — 1999
BS , Psychology
John Kircaldie's ADP Retirement Services Experience May 2012 - Present
Job 401(k) Client Service Manager / ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services May 2012 - Present
ADP Retirement Services March 2009 - May 2012
Fidelity Investments December 2000 - February 2009
Education
Bentley University 1986 — 1991
General Business
ADP Retirement Services May 2012 - Present
ADP Retirement Services March 2009 - May 2012
Fidelity Investments December 2000 - February 2009
Education
Bentley University 1986 — 1991
General Business
paul amerling's ADP Retirement Services Experience March 2003 - July 2006
Job Retirement Counselor at ADP
Industry Financial Services
Experience
ADP July 2006 - Present
ADP Retirement Services March 2003 - July 2006
Skills
401k, Training, Salesforce.com, Instructional Design, Leadership
Education
University of Phoenix
Master of Business Administration (MBA)
University of Hartford 1995 — 1999
Bachelor's degree, Economics and Finance
ADP July 2006 - Present
ADP Retirement Services March 2003 - July 2006
Skills
401k, Training, Salesforce.com, Instructional Design, Leadership
Education
University of Phoenix
Master of Business Administration (MBA)
University of Hartford 1995 — 1999
Bachelor's degree, Economics and Finance
Sheryl Craun's ADP Retirement Services Experience 2003 - 2007
Job Managing Director, Sole Record Keeping Operations at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Fidelity Investments January 2007 - Present
ADP Retirement Services 2003 - 2007
Scudder Investments December 2000 - June 2003
The Vanguard Group June 1985 - December 2000
Skills
Leadership, Relationship Management, Retirement, Change Management, Business Analysis, Business Process..., Call Centers, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Risk Management, Securities, Program Management
Education
Southern New Hampshire University 2004 — 2007
Masters, Organizational Leadership
Messiah College 1979 — 1983
TIAA-CREF January 2015 - Present
Fidelity Investments January 2007 - Present
ADP Retirement Services 2003 - 2007
Scudder Investments December 2000 - June 2003
The Vanguard Group June 1985 - December 2000
Skills
Leadership, Relationship Management, Retirement, Change Management, Business Analysis, Business Process..., Call Centers, Mutual Funds, Financial Services, Process Improvement, Vendor Management, Risk Management, Securities, Program Management
Education
Southern New Hampshire University 2004 — 2007
Masters, Organizational Leadership
Messiah College 1979 — 1983
Lisa Kircaldie's ADP Retirement Services Experience January 2014 - June 2015
Job DirectorADP LLC/Executive Deferred Compensation
Industry Financial Services
Experience
ADP June 2015 - Present
ADP Retirement Services January 2014 - June 2015
ADP - AUTOMATIC DATA PROCESSING August 2010 - January 2014
ADP Retirement Services March 2001 - July 2010
Scudder UAT Team 1999 - 2000
Scudder Investments 1996 - 1999
Scudder Investments 1992 - 1995
Skills
401k, Retirement, Employee Benefits, Benefits Administration, Financial Services, Relationship Management, Series 6, Salesforce.com, Account Management, Process Improvement, Series 7, Pensions, Business Analysis, Call Centers, Management, Leadership, Strategy, Vendor Management, Customer Service, BPO, CRM, Team Leadership, Human Resources
Education
Central Connecticut State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Dean's List
ADP June 2015 - Present
ADP Retirement Services January 2014 - June 2015
ADP - AUTOMATIC DATA PROCESSING August 2010 - January 2014
ADP Retirement Services March 2001 - July 2010
Scudder UAT Team 1999 - 2000
Scudder Investments 1996 - 1999
Scudder Investments 1992 - 1995
Skills
401k, Retirement, Employee Benefits, Benefits Administration, Financial Services, Relationship Management, Series 6, Salesforce.com, Account Management, Process Improvement, Series 7, Pensions, Business Analysis, Call Centers, Management, Leadership, Strategy, Vendor Management, Customer Service, BPO, CRM, Team Leadership, Human Resources
Education
Central Connecticut State University 1987 — 1992
Bachelor of Science (B.S.), Business Administration, Dean's List
Annamaria McBride, CRPS, CBC's ADP Retirement Services Experience May 2005 - October 2006
Job Retirement Plan Consultant
Industry Financial Services
Experience
Alerus Retirement Solutions June 2012 - Present
ExpertPlan October 2010 - June 2012
Alerus Financial June 2009 - October 2010
SunAmerica October 2006 - February 2009
ADP Retirement Services May 2005 - October 2006
Nationwide Financial Services October 2002 - May 2005
KC Life/Sunset Financial Services Inc April 1999 - October 2002
Kemper Mutual Funds 1993 - 1996
Skills
401k, Retirement, Financial Services, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Financial Services
Longview Community College 1979 — 1981
Alerus Retirement Solutions June 2012 - Present
ExpertPlan October 2010 - June 2012
Alerus Financial June 2009 - October 2010
SunAmerica October 2006 - February 2009
ADP Retirement Services May 2005 - October 2006
Nationwide Financial Services October 2002 - May 2005
KC Life/Sunset Financial Services Inc April 1999 - October 2002
Kemper Mutual Funds 1993 - 1996
Skills
401k, Retirement, Financial Services, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Financial Services
Longview Community College 1979 — 1981
Jeremy Luse, M.S.'s ADP Retirement Services Experience March 2015 - Present
Job Client Manager Retirement Services at ADP
Industry Financial Services
Experience
ADP - Retirement Services March 2015 - Present
Hilliard Lyons March 2013 - March 2015
Northwestern Mutual September 2012 - March 2013
Scottrade November 2003 - September 2012
A.G. Edwards & Sons, Inc. July 2001 - November 2002
Skills
Customer Service, Compliance, Excel, PowerPoint, Word, Series 7, Problem Solving, Series 63, FINRA, Series 66, Securities, Options
Education
Indiana University-Southeast 2004 — 2007
Master of Science (M.S.), Strategic Finance
Sullivan University 2000 — 2001
Bachelor of Science (B.S.), Management
ADP - Retirement Services March 2015 - Present
Hilliard Lyons March 2013 - March 2015
Northwestern Mutual September 2012 - March 2013
Scottrade November 2003 - September 2012
A.G. Edwards & Sons, Inc. July 2001 - November 2002
Skills
Customer Service, Compliance, Excel, PowerPoint, Word, Series 7, Problem Solving, Series 63, FINRA, Series 66, Securities, Options
Education
Indiana University-Southeast 2004 — 2007
Master of Science (M.S.), Strategic Finance
Sullivan University 2000 — 2001
Bachelor of Science (B.S.), Management
Chad Szumylo's ADP Retirement Services Experience 2002 - Present
Job Conversion Manager at ADP
Industry Financial Services
Experience
ADP May 2006 - Present
ADP Retirement Services 2002 - Present
ADP Retirement 2002 - Present
Skills
Conversions, Asset Allocation, Customer Service, Mutual Funds, 401k, Leadership, Microsoft Excel, PowerPoint, Selling, Retirement, Employee Relations, Employee Benefits, Call Centers, Defined Benefit, Pensions, Benefits Administration
Education
St. Cloud State University 1992 — 1995
Bachelor's degree, Finance
Arizona State University 1990 — 1992
Business
ADP May 2006 - Present
ADP Retirement Services 2002 - Present
ADP Retirement 2002 - Present
Skills
Conversions, Asset Allocation, Customer Service, Mutual Funds, 401k, Leadership, Microsoft Excel, PowerPoint, Selling, Retirement, Employee Relations, Employee Benefits, Call Centers, Defined Benefit, Pensions, Benefits Administration
Education
St. Cloud State University 1992 — 1995
Bachelor's degree, Finance
Arizona State University 1990 — 1992
Business
Robert Lewin's ADP Retirement Services Experience 2000 - 2006
Job Experienced with Benefits Administration and Retail Management
Industry Human Resources
Experience
Iris Bashi Associates 2009 - 2011
Hunterdon Running Shop 2007 - 2009
Iris Bashi Associates 2006 - 2007
ADP Retirement Services 2000 - 2006
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1985
Bachelors, Political Science/Business
Iris Bashi Associates 2009 - 2011
Hunterdon Running Shop 2007 - 2009
Iris Bashi Associates 2006 - 2007
ADP Retirement Services 2000 - 2006
Education
Rutgers, The State University of New Jersey-Newark 1982 — 1985
Bachelors, Political Science/Business
Jill Leonard-Smart's ADP Retirement Services Experience June 2008 - June 2010
Job Project Manager, Implementation at ADP TotalSource
Industry Human Resources
Experience
ADP TotalSource June 2010 - Present
ADP Retirement Services June 2008 - June 2010
ADP TotalSource July 2005 - June 2008
ADP Benefit Services July 2004 - July 2005
Skills
HRIS, Human Resources, Employee Benefits
Education
Brigham Young University
Bachelor of Arts (BA), Marketing Communications
ADP TotalSource June 2010 - Present
ADP Retirement Services June 2008 - June 2010
ADP TotalSource July 2005 - June 2008
ADP Benefit Services July 2004 - July 2005
Skills
HRIS, Human Resources, Employee Benefits
Education
Brigham Young University
Bachelor of Arts (BA), Marketing Communications
Tom Brezinsky's ADP Retirement Services Experience July 2009 - Present
Job Area Sales Executive: ADP Retirement Services: Defined Contribution Specialist
Industry Financial Services
Experience
ADP Retirement Services July 2009 - Present
ADP Retirement Services May 2007 - 2009
ADP February 2003 - May 2007
Skills
ADP Payroll, 401k, Sales, Deferred Compensation, Salesforce.com, Sales Process, Cold Calling, Employee Benefits, Direct Sales, Sales Presentations, Account Management, Selling, Business Development, Sales Management, Solution Selling, New Business Development, Benefits Administration
Education
Saint Mary's College of California 1993 — 1996
MBA, Finance
University of California, Berkeley 1985 — 1988
Bachelor's degree, Economics / Political Science
United States Air Force Academy 1983 — 1985
ADP Retirement Services July 2009 - Present
ADP Retirement Services May 2007 - 2009
ADP February 2003 - May 2007
Skills
ADP Payroll, 401k, Sales, Deferred Compensation, Salesforce.com, Sales Process, Cold Calling, Employee Benefits, Direct Sales, Sales Presentations, Account Management, Selling, Business Development, Sales Management, Solution Selling, New Business Development, Benefits Administration
Education
Saint Mary's College of California 1993 — 1996
MBA, Finance
University of California, Berkeley 1985 — 1988
Bachelor's degree, Economics / Political Science
United States Air Force Academy 1983 — 1985
Bill Frain's ADP Retirement Services Experience June 1997 - Present
Job Licensed and Accredited Retirement Plan Specialist
Industry Financial Services
Experience
ADP Retirement Services June 1997 - Present
Skills
401k, Employee Benefits, Retirement, Series 63, Salesforce.com, Benefits Administration, Mutual Funds, Cold Calling, Series 7, Sales Process, Retirement Planning, Defined Benefit, Series 6, Pensions, ADP Payroll, Human Resources, Investments, Asset Allocation, Sales Presentations, Account Management, Selling, Sales
Education
Eastern Illinois University
Psychology
ADP Retirement Services June 1997 - Present
Skills
401k, Employee Benefits, Retirement, Series 63, Salesforce.com, Benefits Administration, Mutual Funds, Cold Calling, Series 7, Sales Process, Retirement Planning, Defined Benefit, Series 6, Pensions, ADP Payroll, Human Resources, Investments, Asset Allocation, Sales Presentations, Account Management, Selling, Sales
Education
Eastern Illinois University
Psychology
Dawna Attig's ADP Retirement Services Experience January 1997 - May 2000
Job IT Manager at State of Vermont
Industry Government Administration
Experience
VT DMV, State of Vermont February 2013 - Present
VT Legislative Council September 2004 - February 2013
Fletcher Allen Health Care July 2001 - September 2004
ADP Retirement Services January 1997 - May 2000
Chicago Title & Trust March 1994 - December 1996
EBG & Associates, Inc February 1992 - March 1994
Financial Data Planning October 1990 - February 1992
Berkshire School September 1987 - June 1988
Skills
Strategic/Tactical..., Budget Management, Team Building/Coaching, Project Management, Leadership Skills, Staff..., Policy/Program..., Business Needs..., User Needs Analysis, Systems Analysis, Application..., Project Planning, Leadership, Quality Assurance, Program Management, Testing, Integration, SQL, Business Analysis, Management, Software Documentation, Budgets, HTML, SharePoint, Change Management, Needs Analysis, Analysis, Training, Process Improvement, System Administration
Education
Southern New Hampshire University 2006 — 2012
Saint Michael's College 2002 — 2005
MS Administration
Georgia Institute of Technology 1982 — 1985
BS Applied Mathematics
Oxford College of Emory University 1981 — 1982
Glynn Academy 1979 — 1981
HS Diploma
VT DMV, State of Vermont February 2013 - Present
VT Legislative Council September 2004 - February 2013
Fletcher Allen Health Care July 2001 - September 2004
ADP Retirement Services January 1997 - May 2000
Chicago Title & Trust March 1994 - December 1996
EBG & Associates, Inc February 1992 - March 1994
Financial Data Planning October 1990 - February 1992
Berkshire School September 1987 - June 1988
Skills
Strategic/Tactical..., Budget Management, Team Building/Coaching, Project Management, Leadership Skills, Staff..., Policy/Program..., Business Needs..., User Needs Analysis, Systems Analysis, Application..., Project Planning, Leadership, Quality Assurance, Program Management, Testing, Integration, SQL, Business Analysis, Management, Software Documentation, Budgets, HTML, SharePoint, Change Management, Needs Analysis, Analysis, Training, Process Improvement, System Administration
Education
Southern New Hampshire University 2006 — 2012
Saint Michael's College 2002 — 2005
MS Administration
Georgia Institute of Technology 1982 — 1985
BS Applied Mathematics
Oxford College of Emory University 1981 — 1982
Glynn Academy 1979 — 1981
HS Diploma
Edward Kaminski, CIMA(R), AIF(R)'s ADP Retirement Services Experience 2005 - Present
Job Analyst at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services 2005 - Present
Prudential Financial 2004 - 2005
Prudential Investments 1994 - 2005
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Management, Investments, Retirement, Financial Modeling, Business Analysis, Financial Analysis, Salesforce.com, Competitive Analysis, Analysis, Asset Allocation, Market Research, Product Strategy, Excel, Due Diligence, PowerPoint, Product Management, CIMA(R) Certified..., AIF(R) Accredited..., CMFC(R) Chartered..., CFS(R) Certified Fund..., Certified 401(k)..., Financial Services, Relationship Management, Series 6, Securities
Education
Pace University - Lubin School of Business 1994 — 1998
MBA, Portfolio & Investment Management
Fairleigh Dickinson University 1987 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
ADP Retirement Services 2005 - Present
Prudential Financial 2004 - 2005
Prudential Investments 1994 - 2005
Skills
Series 63, Mutual Funds, Series 7, 401k, Asset Management, Investments, Retirement, Financial Modeling, Business Analysis, Financial Analysis, Salesforce.com, Competitive Analysis, Analysis, Asset Allocation, Market Research, Product Strategy, Excel, Due Diligence, PowerPoint, Product Management, CIMA(R) Certified..., AIF(R) Accredited..., CMFC(R) Chartered..., CFS(R) Certified Fund..., Certified 401(k)..., Financial Services, Relationship Management, Series 6, Securities
Education
Pace University - Lubin School of Business 1994 — 1998
MBA, Portfolio & Investment Management
Fairleigh Dickinson University 1987 — 1991
Bachelor of Science (B.S.), Business Administration and Management, General
Catherine Pucci's ADP Retirement Services Experience 2003 - 2005
Job Benefits Manager at American Dental Partners
Industry Human Resources
Experience
American Dental Partners July 2013 - Present
John Hancock October 2010 - July 2013
John Hancock August 2007 - October 2010
MFS Investment Management 2005 - 2007
ADP Retirement Services 2003 - 2005
ADP Retirement Services 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Pensions, Retirement, ERISA, Customer Relations, Customer Service, Account Management, PowerPoint, Excel, Vendor Management, Lotus Notes, Word, Team Building, Problem Solving, Microsoft Office, Vendor Relations, Benefits Administration, Call Center, 401k, Series 63, FINRA, Employee Benefits, Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Defined Contribution, Deferred Compensation, Process Improvement, Onboarding, Human Resources, Financial Services, Relationship Management, Project Management, Performance Management, Succession Planning, Health Insurance, Change Management, Training, Data Analysis, Qualified Retirement..., Retirement Benefits, Employee Wellness..., Workday, New Hire Orientations, Employee Wellness, Life Insurance, Microsoft Excel
Education
Castleton State College 1992 — 1994
University of Vermont 1990 — 1992
Champlain College 1987 — 1990
American Dental Partners July 2013 - Present
John Hancock October 2010 - July 2013
John Hancock August 2007 - October 2010
MFS Investment Management 2005 - 2007
ADP Retirement Services 2003 - 2005
ADP Retirement Services 2000 - 2003
Putnam Investments 1997 - 2000
Skills
Pensions, Retirement, ERISA, Customer Relations, Customer Service, Account Management, PowerPoint, Excel, Vendor Management, Lotus Notes, Word, Team Building, Problem Solving, Microsoft Office, Vendor Relations, Benefits Administration, Call Center, 401k, Series 63, FINRA, Employee Benefits, Mutual Funds, Defined Benefit, Series 6, Retirement Planning, Defined Contribution, Deferred Compensation, Process Improvement, Onboarding, Human Resources, Financial Services, Relationship Management, Project Management, Performance Management, Succession Planning, Health Insurance, Change Management, Training, Data Analysis, Qualified Retirement..., Retirement Benefits, Employee Wellness..., Workday, New Hire Orientations, Employee Wellness, Life Insurance, Microsoft Excel
Education
Castleton State College 1992 — 1994
University of Vermont 1990 — 1992
Champlain College 1987 — 1990
James Pucci's ADP Retirement Services Experience 2004 - Present
Job Technical Analyst at ADP
Industry Financial Services
Experience
ADP Retirement Services 2004 - Present
ADP February 2003 - Present
Education
Bryant College 1991 — 1994
BS, Business Management
ADP Retirement Services 2004 - Present
ADP February 2003 - Present
Education
Bryant College 1991 — 1994
BS, Business Management
Jason Collier's ADP Retirement Services Experience April 2005 - December 2006
Job Director – Enterprise Program Office
Industry Financial Services
Experience
The Hanover Insurance Group December 2014 - Present
The Hanover Insurance Group September 2011 - December 2014
Fidelity Investments February 2009 - September 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments January 2007 - September 2007
ADP Retirement Services April 2005 - December 2006
ADP Retirement Services January 2005 - December 2006
ADP Retirement Services January 2004 - May 2005
Scudder Investments December 2001 - January 2004
Scudder Investments January 2001 - December 2001
Skills
Analysis, Leadership, Management, Process Improvement, Investments, Business Analysis, Financial Services, Mutual Funds, CRM, Vendor Management, Project Management, 401k, Risk Management, Relationship Management, Financial Analysis, Change Management, Financial Modeling, Capacity Planning, Lean Operations, Six Sigma, Insurance, Cross-functional Team..., Cross Functional..., Cross Functional Team..., Thought Leadership, Business Strategy, Technology Integration, Financial Statements, Operations Management, Service Operations, Strategy, Strategic Planning
Education
Clark University 2010 — 2013
MBA, Management, Sustainability & Social Change
Boston University - School of Management 2012 — 2012
Certificate in Service Operations Excellence, Operations Management
Franklin Pierce University 1997 — 1999
BS Financial Management, Finance, Economics, Computer Science
Johnson & Wales University 1995 — 1997
AS Finance & Investments, Finance, Investments, Economics
The Hanover Insurance Group December 2014 - Present
The Hanover Insurance Group September 2011 - December 2014
Fidelity Investments February 2009 - September 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments January 2007 - September 2007
ADP Retirement Services April 2005 - December 2006
ADP Retirement Services January 2005 - December 2006
ADP Retirement Services January 2004 - May 2005
Scudder Investments December 2001 - January 2004
Scudder Investments January 2001 - December 2001
Skills
Analysis, Leadership, Management, Process Improvement, Investments, Business Analysis, Financial Services, Mutual Funds, CRM, Vendor Management, Project Management, 401k, Risk Management, Relationship Management, Financial Analysis, Change Management, Financial Modeling, Capacity Planning, Lean Operations, Six Sigma, Insurance, Cross-functional Team..., Cross Functional..., Cross Functional Team..., Thought Leadership, Business Strategy, Technology Integration, Financial Statements, Operations Management, Service Operations, Strategy, Strategic Planning
Education
Clark University 2010 — 2013
MBA, Management, Sustainability & Social Change
Boston University - School of Management 2012 — 2012
Certificate in Service Operations Excellence, Operations Management
Franklin Pierce University 1997 — 1999
BS Financial Management, Finance, Economics, Computer Science
Johnson & Wales University 1995 — 1997
AS Finance & Investments, Finance, Investments, Economics
Michelle Ordway's ADP Retirement Services Experience 2003 - 2005
Job Client Service Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments June 2005 - Present
ADP Retirement Services 2003 - 2005
Scudder Investments 1995 - 2003
Skills
401k, Retirement, Relationship Management, Employee Benefits, Defined Contribution, Process Improvement, Alternative Investments, Insurance, Benefits Administration, Series 24, Employee Relations, Financial Services, Investment Advisory, PeopleSoft, Strategic Financial..., Retirement Planning, Management
Education
Southern New Hampshire University 1992 — 1994
Associate's degree, Business Administration
Fidelity Investments June 2005 - Present
ADP Retirement Services 2003 - 2005
Scudder Investments 1995 - 2003
Skills
401k, Retirement, Relationship Management, Employee Benefits, Defined Contribution, Process Improvement, Alternative Investments, Insurance, Benefits Administration, Series 24, Employee Relations, Financial Services, Investment Advisory, PeopleSoft, Strategic Financial..., Retirement Planning, Management
Education
Southern New Hampshire University 1992 — 1994
Associate's degree, Business Administration
Joel Bonnett ARPC, AIF's ADP Retirement Services Experience March 2011 - Present
Job Regional Sales Manager and Retirement Plan Specialist: Helping business owners offer a world class retirement solution.
Industry Financial Services
Experience
ADP Retirement Services March 2011 - Present
OneAmerica December 2008 - November 2011
ADP September 2001 - December 2008
Skills
Defined Contribution, 401k, Defined Benefit, Cold Calling, Salesforce.com, Sales Process, Employee Benefits, Series 6, Sales Presentations, ERISA, ADP Payroll, Retirement
Education
Grand Valley State University 1993 — 1995
Bachelor’s Degree, Finance and Financial Management Services
ADP Retirement Services March 2011 - Present
OneAmerica December 2008 - November 2011
ADP September 2001 - December 2008
Skills
Defined Contribution, 401k, Defined Benefit, Cold Calling, Salesforce.com, Sales Process, Employee Benefits, Series 6, Sales Presentations, ERISA, ADP Payroll, Retirement
Education
Grand Valley State University 1993 — 1995
Bachelor’s Degree, Finance and Financial Management Services
Sophia Craig's ADP Retirement Services Experience May 2003 - June 2009
Job VP, Client Services
Industry Financial Services
Experience
Verisight, Inc March 2014 - Present
Ascensus December 2012 - March 2014
ExpertPlan June 2009 - December 2012
ADP Retirement Services May 2003 - June 2009
Kemper Zurich Scudder April 1997 - May 2003
Skills
Investments, Process Improvement, Mergers, Mentoring, Team Building, Leadership, Risk Management, Employee Benefits, Mergers & Acquisitions, Business Analysis, Mutual Funds, Retirement, Retirement Planning, Series 63, Financial Services, Series 6
Education
University of Central Missouri
Verisight, Inc March 2014 - Present
Ascensus December 2012 - March 2014
ExpertPlan June 2009 - December 2012
ADP Retirement Services May 2003 - June 2009
Kemper Zurich Scudder April 1997 - May 2003
Skills
Investments, Process Improvement, Mergers, Mentoring, Team Building, Leadership, Risk Management, Employee Benefits, Mergers & Acquisitions, Business Analysis, Mutual Funds, Retirement, Retirement Planning, Series 63, Financial Services, Series 6
Education
University of Central Missouri
Ray DeSantis, ARPC, AIF's ADP Retirement Services Experience May 2008 - December 2011
Job Vice President of Sales,Resource Real Estate, New England/New York
Industry Financial Services
Experience
Resource Real Estate November 2011 - Present
ADP Retirement Services May 2008 - December 2011
Fidelity Investments June 2003 - May 2008
UBS Global Asset Management July 2002 - July 2003
Skills
401k, Mutual Funds, Investments, Finance, Financial Advisory, Series 63, Series 7, Retirement Planning, Asset Allocation, Series 6, Wealth Management, Asset Management, Retirement, Alternative Investments, Securities, Financial Services, Investment Advisory, FINRA, Investment Strategies, Portfolio Management
Education
Bryant University 2005 — 2007
MBA, Business
Saint Anselm College 1996 — 2000
BA, Business
Boston University
Resource Real Estate November 2011 - Present
ADP Retirement Services May 2008 - December 2011
Fidelity Investments June 2003 - May 2008
UBS Global Asset Management July 2002 - July 2003
Skills
401k, Mutual Funds, Investments, Finance, Financial Advisory, Series 63, Series 7, Retirement Planning, Asset Allocation, Series 6, Wealth Management, Asset Management, Retirement, Alternative Investments, Securities, Financial Services, Investment Advisory, FINRA, Investment Strategies, Portfolio Management
Education
Bryant University 2005 — 2007
MBA, Business
Saint Anselm College 1996 — 2000
BA, Business
Boston University
Christopher Ronzano's ADP Retirement Services Experience July 2014 - Present
Job Conversion Specialist ADP Retirement Services helping companies with their retirement plans and needs.
Industry Investment Management
Experience
ADP Retirement Services July 2014 - Present
ADP December 2009 - Present
UniFirst Corporation September 2008 - December 2009
Wachovia July 2005 - September 2008
Enterprise Rent-A-Car July 2003 - July 2005
Skills
Sales Operations, Human Resources, Training, Account Management, Sales Process, ADP Payroll, Cold Calling, Leadership, Recruiting, Salesforce.com, Sales, Sales Management, Payroll, CRM, Customer Service, Selling, Customer Retention, Sales Presentations, Direct Sales
Education
Florida Atlantic University 1997 — 2002
Bachelor of Science (B.S.), Social Sciences, Middle Eastern Politics
ADP Retirement Services July 2014 - Present
ADP December 2009 - Present
UniFirst Corporation September 2008 - December 2009
Wachovia July 2005 - September 2008
Enterprise Rent-A-Car July 2003 - July 2005
Skills
Sales Operations, Human Resources, Training, Account Management, Sales Process, ADP Payroll, Cold Calling, Leadership, Recruiting, Salesforce.com, Sales, Sales Management, Payroll, CRM, Customer Service, Selling, Customer Retention, Sales Presentations, Direct Sales
Education
Florida Atlantic University 1997 — 2002
Bachelor of Science (B.S.), Social Sciences, Middle Eastern Politics
Mike Haggerty's ADP Retirement Services Experience February 2013 - Present
Job Manager Relationship Management at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services February 2013 - Present
DWS Investments September 2005 - December 2012
Saleslink September 2003 - September 2005
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Asset Management, Investments, Equities, Alternative Investments, Series 26, Relationship Management, Retirement, 401k, Series 6, FINRA, Investment Advisory, Fixed Income
Education
Stonehill College 1991 — 1995
BA
Boston College High School 1987 — 1991
ADP Retirement Services February 2013 - Present
DWS Investments September 2005 - December 2012
Saleslink September 2003 - September 2005
Skills
Series 63, Mutual Funds, Series 7, Asset Allocation, Asset Management, Investments, Equities, Alternative Investments, Series 26, Relationship Management, Retirement, 401k, Series 6, FINRA, Investment Advisory, Fixed Income
Education
Stonehill College 1991 — 1995
BA
Boston College High School 1987 — 1991
Jessica Mundell's ADP Retirement Services Experience October 2010 - Present
Job Retirement Counselor II at ADP Retirement Services
Industry Education Management
Experience
ADP Retirement Services October 2010 - Present
Lincoln Educational Services - Southwestern College January 2009 - October 2010
ING April 2006 - October 2008
Missouri State Employees' Retirement System March 2002 - April 2006
Skills
Training, Employee Benefits, Leadership, Performance Management, Public Speaking, Leadership Development, Teaching, Coaching, Human Resources, Employee Relations, Recruiting, Management, Benefits Administration, Onboarding, Workshop Facilitation
Education
Southeast Missouri State University 1999 — 2001
Master of Science, Public Administration
William Jewell College 1992 — 1996
Bachelor of Arts, Communication
William Jewell College
Bachelor of Arts, Seconday Education
ADP Retirement Services October 2010 - Present
Lincoln Educational Services - Southwestern College January 2009 - October 2010
ING April 2006 - October 2008
Missouri State Employees' Retirement System March 2002 - April 2006
Skills
Training, Employee Benefits, Leadership, Performance Management, Public Speaking, Leadership Development, Teaching, Coaching, Human Resources, Employee Relations, Recruiting, Management, Benefits Administration, Onboarding, Workshop Facilitation
Education
Southeast Missouri State University 1999 — 2001
Master of Science, Public Administration
William Jewell College 1992 — 1996
Bachelor of Arts, Communication
William Jewell College
Bachelor of Arts, Seconday Education
Jean Burton's ADP Retirement Services Experience 2002 - 2009
Job Healthcare and Process Improvement
Industry Hospital & Health Care
Experience
Partners HealthCare November 2013 - Present
MEPTO July 2010 - December 2012
ADP Retirement Services 2002 - 2009
ADP Retirement Services 1995 - 2002
ADP Retirement Services 1992 - 1995
ADP National Accounts Payroll Division 1988 - 1992
Skills
Project Management, Change Management, Process Analysis, Team Leadership, 401k, Employee Benefits, Benefits Administration, Defined Benefit, Salesforce.com, Process Improvement, Vendor Management, FINRA Series 6, 63, 26...
Education
Bentley University 1984 — 1988
BS Management, Management
Partners HealthCare November 2013 - Present
MEPTO July 2010 - December 2012
ADP Retirement Services 2002 - 2009
ADP Retirement Services 1995 - 2002
ADP Retirement Services 1992 - 1995
ADP National Accounts Payroll Division 1988 - 1992
Skills
Project Management, Change Management, Process Analysis, Team Leadership, 401k, Employee Benefits, Benefits Administration, Defined Benefit, Salesforce.com, Process Improvement, Vendor Management, FINRA Series 6, 63, 26...
Education
Bentley University 1984 — 1988
BS Management, Management
Tracy Cafaro's ADP Retirement Services Experience 2003 - Present
Job VP at ADP
Industry Financial Services
Experience
ADP Retirement Services 2003 - Present
Skills
401k, ADP Payroll, Mutual Funds, Financial Services, Process Improvement, Business Analysis, Leadership, Retirement, Employee Benefits, Project Management, Retirement Planning, Team Building, Management, Investments, Change Management, CRM, Vendor Management
Education
Merrimack College 1988 — 1992
Bachelor of Science, Accounting
ADP Retirement Services 2003 - Present
Skills
401k, ADP Payroll, Mutual Funds, Financial Services, Process Improvement, Business Analysis, Leadership, Retirement, Employee Benefits, Project Management, Retirement Planning, Team Building, Management, Investments, Change Management, CRM, Vendor Management
Education
Merrimack College 1988 — 1992
Bachelor of Science, Accounting
Stuart Jentis's ADP Retirement Services Experience October 2005 - October 2008
Job Executive Director, CIB Compliance, JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase June 2011 - Present
Alcatel-Lucent May 2009 - June 2011
ADP Retirement Services October 2005 - October 2008
CitiStreet September 1997 - September 2005
Skills
Securities, Employment Law, Retirement, Contract Negotiation, Financial Services, Equities, Insurance, Due Diligence, 401k
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
Juis Doctorate, Law
Muhlenberg College 1984 — 1988
B.A., History
JP Morgan Chase June 2011 - Present
Alcatel-Lucent May 2009 - June 2011
ADP Retirement Services October 2005 - October 2008
CitiStreet September 1997 - September 2005
Skills
Securities, Employment Law, Retirement, Contract Negotiation, Financial Services, Equities, Insurance, Due Diligence, 401k
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1988 — 1991
Juis Doctorate, Law
Muhlenberg College 1984 — 1988
B.A., History
Cate Sanders's ADP Retirement Services Experience July 2009 - June 2010
Job VP, Integrated Marketing at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds April 2011 - Present
The Sanders Group July 2009 - September 2011
ADP Retirement Services July 2009 - June 2010
AllianceBernstein June 2007 - December 2008
AXA Distributors March 2005 - June 2007
Travelers Life & Annuity January 2002 - March 2005
Travelers Life & Annuity January 2002 - January 2004
AXA Distributors August 2000 - January 2002
Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities
Education
Salisbury University 1993 — 1997
Bachelor of Arts, History
OppenheimerFunds April 2011 - Present
The Sanders Group July 2009 - September 2011
ADP Retirement Services July 2009 - June 2010
AllianceBernstein June 2007 - December 2008
AXA Distributors March 2005 - June 2007
Travelers Life & Annuity January 2002 - March 2005
Travelers Life & Annuity January 2002 - January 2004
AXA Distributors August 2000 - January 2002
Skills
Investments, Relationship Management, Marketing, Sales Management, Series 63, Mutual Funds, Retirement, Retirement Planning, Wealth Management, Asset Allocation, Alternative Investments, Series 6, Asset Managment, ETFs, Investment Management, 401k, Securities
Education
Salisbury University 1993 — 1997
Bachelor of Arts, History
Tom Zayac's ADP Retirement Services Experience July 2013 - Present
Job Project Lead Business Systems Analyst at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services July 2013 - Present
ADP Retirement Services February 1994 - June 2013
Retirement System Group Inc. June 1990 - February 1994
Frank B. Hall February 1982 - June 1990
Skills
Analysis, Requirements Analysis, Vendor Management, Strategy, Business Analysis, Management Consulting, Process Improvement, SQL, Asset Managment, Cross-functional Team..., Management, Program Management, Software Project..., Integration, Software Documentation, System Administration, Product Management, CRM, Strategic Planning, Change Management, SDLC, Leadership, Business Process..., Requirements Gathering, Project Management, Visio, Team Leadership, Outsourcing, SharePoint, Strategic Partnerships, Agile Methodologies, Business Requirements, SaaS, Risk Management, Business Intelligence, Business Development, Insurance
Education
Iona College 1978 — 1982
Bachelor of Science (B.S.), Mathematics
ADP Retirement Services July 2013 - Present
ADP Retirement Services February 1994 - June 2013
Retirement System Group Inc. June 1990 - February 1994
Frank B. Hall February 1982 - June 1990
Skills
Analysis, Requirements Analysis, Vendor Management, Strategy, Business Analysis, Management Consulting, Process Improvement, SQL, Asset Managment, Cross-functional Team..., Management, Program Management, Software Project..., Integration, Software Documentation, System Administration, Product Management, CRM, Strategic Planning, Change Management, SDLC, Leadership, Business Process..., Requirements Gathering, Project Management, Visio, Team Leadership, Outsourcing, SharePoint, Strategic Partnerships, Agile Methodologies, Business Requirements, SaaS, Risk Management, Business Intelligence, Business Development, Insurance
Education
Iona College 1978 — 1982
Bachelor of Science (B.S.), Mathematics
Brian Horowitz's ADP Retirement Services Experience September 2008 - Present
Job ERISA/Corporate Counsel at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services September 2008 - Present
Greenberg Traurig February 2006 - August 2008
KPMG LLP January 1994 - January 2006
Education
Rutgers University School of Law - Camden 1983 — 1986
JD
City University of New York-Brooklyn College 1978 — 1982
B.S., Accounting
ADP Retirement Services September 2008 - Present
Greenberg Traurig February 2006 - August 2008
KPMG LLP January 1994 - January 2006
Education
Rutgers University School of Law - Camden 1983 — 1986
JD
City University of New York-Brooklyn College 1978 — 1982
B.S., Accounting
Carrie Malone's ADP Retirement Services Experience June 2000 - Present
Job Executive Administrative Assistant
Industry Financial Services
Experience
ADP Retirement Services June 2000 - Present
Louisville Science Center February 1988 - June 2000
Kentucky Science Center February 1988 - June 2000
Skills
Benefits Administration, Employee Relations, Employee Benefits, Microsoft Excel, Microsoft Office, Project Management, Customer Service, Human Resources, Recruiting, Performance Management, Payroll, Outlook, Time Management, Management, Training
Education
Jefferson Community College 1977 — 1980
Associate's degree, Business Administration and Management, General
ADP Retirement Services June 2000 - Present
Louisville Science Center February 1988 - June 2000
Kentucky Science Center February 1988 - June 2000
Skills
Benefits Administration, Employee Relations, Employee Benefits, Microsoft Excel, Microsoft Office, Project Management, Customer Service, Human Resources, Recruiting, Performance Management, Payroll, Outlook, Time Management, Management, Training
Education
Jefferson Community College 1977 — 1980
Associate's degree, Business Administration and Management, General
Speros Anagnostos's ADP Retirement Services Experience September 2009 - July 2014
Job Project Manager at Wealth Management Systems, Inc.
Industry Financial Services
Experience
Wealth Management Systems, Inc (WMSI) July 2014 - Present
ADP Retirement Services September 2009 - July 2014
ADP Retirement Services November 2007 - September 2009
Skills
Retirement, Strategic Planning, Series 63, 401k, Relationship Management, Mutual Funds, Investments, Financial Modeling, Defined Benefit, Asset Allocation, Employee Benefits, Retirement Planning, Financial Services, Equities, Fixed Annuities, Defined Contribution, Pensions, Series 7, Vendor Management, Securities, Benefits Administration, Asset Management, Financial Analysis, Wealth Management, Profit Sharing, Investment Advisory, ADP Payroll, Process Improvement, Business Analysis, Payroll, Retirement Plan..., Client Services, Finance, Business Development, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance
Rutgers Business School
Bachelor’s Degree, Finance
Wealth Management Systems, Inc (WMSI) July 2014 - Present
ADP Retirement Services September 2009 - July 2014
ADP Retirement Services November 2007 - September 2009
Skills
Retirement, Strategic Planning, Series 63, 401k, Relationship Management, Mutual Funds, Investments, Financial Modeling, Defined Benefit, Asset Allocation, Employee Benefits, Retirement Planning, Financial Services, Equities, Fixed Annuities, Defined Contribution, Pensions, Series 7, Vendor Management, Securities, Benefits Administration, Asset Management, Financial Analysis, Wealth Management, Profit Sharing, Investment Advisory, ADP Payroll, Process Improvement, Business Analysis, Payroll, Retirement Plan..., Client Services, Finance, Business Development, Strategic Financial...
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2005
Bachelor of Science, Finance
Rutgers Business School
Bachelor’s Degree, Finance
Steven Anagnostos's ADP Retirement Services Experience January 2007 - Present
Job Implementation Project Manager III at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services January 2007 - Present
ACS HR Solutions August 2002 - December 2006
Skills
Mutual Funds, Retirement, 401k, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Marketing, Marketing with a Minor in Statistics
ADP Retirement Services January 2007 - Present
ACS HR Solutions August 2002 - December 2006
Skills
Mutual Funds, Retirement, 401k, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1998
Marketing, Marketing with a Minor in Statistics
Barbara Blemlek's ADP Retirement Services Experience May 1996 - January 2000
Job Sr. Pension Plan Administrator at Continental Benefits Group, Inc
Industry Financial Services
Experience
Continental Benefits Group, Inc December 2004 - Present
Redwood Adminstrator April 2001 - November 2004
ADP Retirement Services May 1996 - January 2000
Education
King's College 1987 — 1991
BS, Human Resources
Continental Benefits Group, Inc December 2004 - Present
Redwood Adminstrator April 2001 - November 2004
ADP Retirement Services May 1996 - January 2000
Education
King's College 1987 — 1991
BS, Human Resources
Keith Upham's ADP Retirement Services Experience July 2007 - July 2013
Job Sales Executive at ADP
Industry Human Resources
Experience
ADP July 2013 - Present
ADP Retirement Services July 2007 - July 2013
Skills
Cold Calling, Salesforce.com, Sales Process, Account Management, Sales Presentations, Employee Benefits, ADP Payroll, Direct Sales, Sales, Sales Management, Selling, B2B, Recruiting, 401k, Solution Selling, CRM, Customer Retention, Customer Service, PEO, Payroll, Sales Operations
Education
Nova Southeastern University 2003 — 2004
Master's degree, Business Administration and Management, General
University of Florida 1992 — 1996
Bachelor of Science (BS), Finance, General
ADP July 2013 - Present
ADP Retirement Services July 2007 - July 2013
Skills
Cold Calling, Salesforce.com, Sales Process, Account Management, Sales Presentations, Employee Benefits, ADP Payroll, Direct Sales, Sales, Sales Management, Selling, B2B, Recruiting, 401k, Solution Selling, CRM, Customer Retention, Customer Service, PEO, Payroll, Sales Operations
Education
Nova Southeastern University 2003 — 2004
Master's degree, Business Administration and Management, General
University of Florida 1992 — 1996
Bachelor of Science (BS), Finance, General
Judy Rapp's ADP Retirement Services Experience October 2012 - Present
Job Implementation Manager
Industry Information Services
Experience
ADP Retirement Services October 2012 - Present
ADP Retirement Services January 2000 - October 2012
Crest Management & Development Corporation January 1992 - January 2000
Waters Dairy January 1989 - January 1992
Education
Centenary College
Bachelors Degree, Business Administration
Kearny High School
ADP Retirement Services October 2012 - Present
ADP Retirement Services January 2000 - October 2012
Crest Management & Development Corporation January 1992 - January 2000
Waters Dairy January 1989 - January 1992
Education
Centenary College
Bachelors Degree, Business Administration
Kearny High School
Christine Tilton's ADP Retirement Services Experience
Job Lead Client Service Manager at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services
Skills
Customer Service, Cold Calling, Account Management
Education
Merrimack College 1992 — 1996
BS, Management
ADP Retirement Services
Skills
Customer Service, Cold Calling, Account Management
Education
Merrimack College 1992 — 1996
BS, Management
Robert Lind's ADP Retirement Services Experience March 2004 - August 2007
Job SR. Functional Analyst at ACS, a Xerox Company
Industry Management Consulting
Experience
ACS, a Xerox Company January 2011 - Present
ADP August 2007 - June 2010
ADP Retirement Services March 2004 - August 2007
PWC/Mellon January 2002 - June 2003
MBL Life 1972 - 1999
Skills
401k, Defined Benefit, Management, Retirement, Benefits Administration, Vendor Management, Employee Benefits, Administration, Process Improvement, Account Management, SDLC, Outsourcing
Education
Rutgers, The State University of New Jersey-Newark 1975 — 1985
BS, Business Administration
ACS, a Xerox Company January 2011 - Present
ADP August 2007 - June 2010
ADP Retirement Services March 2004 - August 2007
PWC/Mellon January 2002 - June 2003
MBL Life 1972 - 1999
Skills
401k, Defined Benefit, Management, Retirement, Benefits Administration, Vendor Management, Employee Benefits, Administration, Process Improvement, Account Management, SDLC, Outsourcing
Education
Rutgers, The State University of New Jersey-Newark 1975 — 1985
BS, Business Administration
Pam Runkle's ADP Retirement Services Experience May 2003 - Present
Job Contract Analyst at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services May 2003 - Present
Skills
Financial Services, Mutual Funds, Securities, Employee Benefits, Investments, Finance, 401k, Asset Allocation, Management, Retirement Planning, Series 6, Process Improvement, Retirement, Series 63, Leadership, Series 7
Education
Washington University 2007 — 2008
Certificate, Paralegal
Gordon College 1981 — 1985
B.A., Psychology
ADP Retirement Services May 2003 - Present
Skills
Financial Services, Mutual Funds, Securities, Employee Benefits, Investments, Finance, 401k, Asset Allocation, Management, Retirement Planning, Series 6, Process Improvement, Retirement, Series 63, Leadership, Series 7
Education
Washington University 2007 — 2008
Certificate, Paralegal
Gordon College 1981 — 1985
B.A., Psychology
Kim O'Hare's ADP Retirement Services Experience February 2007 - July 2009
Job Vice President, Product Marketing at ADP Retirement Services
Industry Financial Services
Experience
ADP July 2009 - Present
ADP Retirement Services February 2007 - July 2009
ADP Retirement Services December 2004 - July 2009
UBS Global Asset November 1999 - November 2004
Prudential Investments July 1997 - November 1999
PaineWebber, Inc June 1989 - July 1997
Skills
Lead Generation, Competitive Analysis, B2B, Direct Marketing, Budgeting, Product Strategy, Email Marketing, Demand Generation, Marketing Communications, Integrated Marketing, Marketing Management, Product Marketing, Strategic Partnerships, Budgets, CRM, Marketing Strategy, Product Management, Business Development, Management, Market Research, Brand Management, Marketing, Multi-channel Marketing, Advertising, Strategic Planning, Sales, Product Development, Business Strategy, Customer Retention, Salesforce.com
Education
Syracuse University - Martin J. Whitman School of Management
Marketing
ADP July 2009 - Present
ADP Retirement Services February 2007 - July 2009
ADP Retirement Services December 2004 - July 2009
UBS Global Asset November 1999 - November 2004
Prudential Investments July 1997 - November 1999
PaineWebber, Inc June 1989 - July 1997
Skills
Lead Generation, Competitive Analysis, B2B, Direct Marketing, Budgeting, Product Strategy, Email Marketing, Demand Generation, Marketing Communications, Integrated Marketing, Marketing Management, Product Marketing, Strategic Partnerships, Budgets, CRM, Marketing Strategy, Product Management, Business Development, Management, Market Research, Brand Management, Marketing, Multi-channel Marketing, Advertising, Strategic Planning, Sales, Product Development, Business Strategy, Customer Retention, Salesforce.com
Education
Syracuse University - Martin J. Whitman School of Management
Marketing
Nikki Strausburg's ADP Retirement Services Experience August 1994 - Present
Job Sr. Director, New Business Development at ADP Retirement Services
Industry Financial Services
Experience
ADP August 1994 - Present
ADP Retirement Services August 1994 - Present
Skills
CEBS, Series 6 & 63,..., Series 26
Education
University of Louisville
Bachelor's degree, Economics, 3.8
ADP August 1994 - Present
ADP Retirement Services August 1994 - Present
Skills
CEBS, Series 6 & 63,..., Series 26
Education
University of Louisville
Bachelor's degree, Economics, 3.8
Aytekin Ustaoglu's ADP Retirement Services Experience March 1999 - March 2007
Job Desktop Support
Industry Information Technology and Services
Experience
Fidelity Investments November 2011 - Present
Sony Style October 2010 - April 2011
Go-Go Pizza & Subs April 2007 - April 2009
ADP Retirement Services March 1999 - March 2007
CVS/ Caremark Corporation April 1995 - June 1998
Skills
Microsoft Excel, Access, Defined Benefit
Education
New Horizons 2011 — 2012
A+ certificate
Southern New Hampshire University 1994 — 1996
BS, Business Administration
Mount Washington College 1992 — 1994
AD, Business Administration
Fidelity Investments November 2011 - Present
Sony Style October 2010 - April 2011
Go-Go Pizza & Subs April 2007 - April 2009
ADP Retirement Services March 1999 - March 2007
CVS/ Caremark Corporation April 1995 - June 1998
Skills
Microsoft Excel, Access, Defined Benefit
Education
New Horizons 2011 — 2012
A+ certificate
Southern New Hampshire University 1994 — 1996
BS, Business Administration
Mount Washington College 1992 — 1994
AD, Business Administration
Brian Fraley's ADP Retirement Services Experience April 2005 - Present
Job Program Manager at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services April 2005 - Present
Skills
Strategy, Business Analysis, Requirements Analysis, Change Management, Vendor Management, Software Project..., Process Improvement, Project Management, Outsourcing, Business Process..., Project Portfolio..., Project Delivery, PMO
Education
Indiana University-Southeast
ADP Retirement Services April 2005 - Present
Skills
Strategy, Business Analysis, Requirements Analysis, Change Management, Vendor Management, Software Project..., Process Improvement, Project Management, Outsourcing, Business Process..., Project Portfolio..., Project Delivery, PMO
Education
Indiana University-Southeast
Joanne Powers's ADP Retirement Services Experience 1997 - Present
Job Director Applications Development at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services 1997 - Present
Education
Montclair State University
Bachelor of Arts, English
ADP Retirement Services 1997 - Present
Education
Montclair State University
Bachelor of Arts, English
Michael Favaloro's ADP Retirement Services Experience August 2011 - Present
Job Retirement Plan Professional at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services August 2011 - Present
New York Life Retirement Plan Services July 2002 - July 2011
Skills
Mutual Funds, Investments, 401k, Series 7, Series 63, Retirement, Retirement Planning, Series 6, Asset Allocation, Financial Services, Pensions, Relationship Management
Education
College of the Holy Cross 1998 — 2002
Bachelor of Arts, Economics
Xaverian Brothers High School 1994 — 1998
ADP Retirement Services August 2011 - Present
New York Life Retirement Plan Services July 2002 - July 2011
Skills
Mutual Funds, Investments, 401k, Series 7, Series 63, Retirement, Retirement Planning, Series 6, Asset Allocation, Financial Services, Pensions, Relationship Management
Education
College of the Holy Cross 1998 — 2002
Bachelor of Arts, Economics
Xaverian Brothers High School 1994 — 1998
Libby Bennett's ADP Retirement Services Experience 2003 - 2008
Job Defined Contribution Recordkeeping Professional
Industry Human Resources
Experience
Mercer 2008 - 2012
ADP Retirement Services 2003 - 2008
Skills
Pensions, Benefits Administration, Defined Benefit, Retirement, Deferred Compensation, Employee Benefits
Education
Bellarmine University
Mercer 2008 - 2012
ADP Retirement Services 2003 - 2008
Skills
Pensions, Benefits Administration, Defined Benefit, Retirement, Deferred Compensation, Employee Benefits
Education
Bellarmine University
Photeine Lopardo's ADP Retirement Services Experience 2005 - 2012
Job Administrative Support Professional
Industry Financial Services
Experience
ADP Retirement Services 2005 - 2012
Education
Fairleigh Dickinson University 1977 — 1980
Bachelor of Arts, Elementary Education
ADP Retirement Services 2005 - 2012
Education
Fairleigh Dickinson University 1977 — 1980
Bachelor of Arts, Elementary Education
Chris Kleinholter's ADP Retirement Services Experience March 1998 - Present
Job Client Service Manager at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services March 1998 - Present
Akzo Nobel Coatings July 1987 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Kentucky
ADP Retirement Services March 1998 - Present
Akzo Nobel Coatings July 1987 - March 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Kentucky
Paul Kovacsofsky's ADP Retirement Services Experience June 2003 - Present
Job Retirement Opimization Specialist at ADP Retirement Services
Industry Financial Services
Experience
ADP Retirement Services June 2003 - Present
Skills
401k, Defined Contribution, Retirement, Finance, Technical Analysis, Process Improvement, Surfing
Education
Penn State University 1993 — 1997
Management
ADP Retirement Services June 2003 - Present
Skills
401k, Defined Contribution, Retirement, Finance, Technical Analysis, Process Improvement, Surfing
Education
Penn State University 1993 — 1997
Management